Prospera Financial Services’s VanEck Intermediate Muni ETF ITM Stock Holding History

Prospera Financial Services’s Portfolio ITM Stock Details ITM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,925	Closed	-$273K	–	1207
2024 Q4	$273K	Sell	5,925 -61	-1%	-$2.83K	0.01%	963
2024 Q3	$281K	Sell	5,986 -203	-3%	-$9.43K	0.01%	946
2024 Q2	$284K	Sell	6,189 -1,703	-22%	-$78.2K	0.01%	944
2024 Q1	$367K	Buy	7,892 +132	+2%	+$6.15K	0.01%	823
2023 Q4	$365K	Buy	7,760 +86	+1%	+$3.87K	0.01%	766
2023 Q3	$338K	Buy	+7,674	New	+$349K	0.01%	758
2022 Q3	–	Sell	-187	Closed	-$9K	–	1222
2022 Q2	$9K	Hold	187	–	–	﹤0.01%	1364
2022 Q1	$9K	Buy	+187	New	+$9.22K	﹤0.01%	2081
2020 Q4	–	Sell	-187	Closed	-$10K	–	1110
2020 Q3	$10K	Buy	+187	New	+$9.63K	﹤0.01%	1109
2020 Q2	–	Sell	-4,728	Closed	-$232K	–	588
2020 Q1	$232K	Hold	4,728	–	–	0.02%	448
2019 Q4	$237K	Buy	+4,728	New	+$238K	0.02%	528

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prospera Financial Services's ITM Position: Q1 2025 in Review

Prospera Financial Services sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2025, closing a stake of 5,925 shares — an estimated $273K sold.

Prospera Financial Services first reported a position in ITM in Q4 2019 and held it in 11 quarters. The position peaked at $367K in Q1 2024. 175 funds tracked by Wall St. Rank hold ITM as of Q1 2025.

Prospera Financial Services reported no remaining VanEck Intermediate Muni ETF position as of Q1 2025 after selling out during the quarter.
Prospera Financial Services sold 5,925 VanEck Intermediate Muni ETF shares in Q1 2025, an estimated $273K.
Prospera Financial Services first reported a position in VanEck Intermediate Muni ETF in Q4 2019 and held it in 11 quarters.
Prospera Financial Services's VanEck Intermediate Muni ETF position peaked at $367K in Q1 2024.
175 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2025.

Based on Prospera Financial Services's 13F filing for Q1 2025, filed 15 May 2025.