Stratos Wealth Partners’s VanEck Intermediate Muni ETF ITM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$318K	Buy	6,853 +27	+0.4%	+$1.28K	﹤0.01%	1290
2025 Q4	$322K	Buy	6,826 +55	+0.8%	+$2.58K	﹤0.01%	1250
2025 Q3	$316K	Buy	6,771 +30	+0.4%	+$1.37K	﹤0.01%	1227
2025 Q2	$307K	Buy	6,741 +2	+0%	+$90	﹤0.01%	1128
2025 Q1	$307K	Buy	6,739 +2	+0%	+$92	﹤0.01%	1085
2024 Q4	$311K	Sell	6,737 -324	-5%	-$15K	﹤0.01%	1134
2024 Q3	$332K	Buy	+7,061	New	+$328K	﹤0.01%	1103
2019 Q3	–	Sell	-24,094	Closed	-$1.2M	–	983
2019 Q2	$1.2M	Sell	24,094 -1,451	-6%	-$71.4K	0.05%	315
2019 Q1	$1.25M	Sell	25,545 -1,079	-4%	-$51.8K	0.06%	310
2018 Q4	$1.26M	Buy	+26,624	New	+$1.24M	0.07%	284
2018 Q3	–	Sell	-31,163	Closed	-$1.47M	–	3011
2018 Q2	$1.47M	Sell	31,163 -2,695	-8%	-$126K	0.07%	282
2018 Q1	$1.59M	Buy	33,858 +69	+0.2%	+$3.26K	0.07%	271
2017 Q4	$1.63M	Sell	33,789 -406	-1%	-$19.5K	0.07%	257
2017 Q3	$1.65M	Sell	34,195 -2,442	-7%	-$118K	0.08%	249
2017 Q2	$1.75M	Buy	36,637 +3,043	+9%	+$145K	0.09%	209
2017 Q1	$1.57M	Buy	33,594 +16,635	+98%	+$777K	0.09%	208
2016 Q4	$787K	Sell	16,959 -34,924	-67%	-$1.65M	0.05%	302
2016 Q3	$2.55M	Buy	51,883 +16,243	+46%	+$803K	0.17%	119
2016 Q2	$1.77M	Buy	+35,640	New	+$1.75M	0.13%	155
2016 Q1	–	Sell	-35,659	Closed	-$1.71M	–	621
2015 Q4	$1.71M	Buy	35,659 +1,211	+4%	+$57.4K	0.14%	122
2015 Q3	$1.63M	Buy	34,448 +373	+1%	+$17.4K	0.2%	97
2015 Q2	$1.58M	Buy	34,075 +12,488	+58%	+$584K	0.2%	105
2015 Q1	$1.03M	Buy	+21,587	New	+$1.03M	0.12%	168
2014 Q4	–	Sell	-20,183	Closed	-$947K	–	521
2014 Q3	$947K	Buy	+20,183	New	+$942K	0.22%	105