A4 Wealth Advisors
ITM icon

A4 Wealth Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

A4 Wealth Advisors’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
2026
Q3 		$1.96M Buy
44,462
+37,351
+525% +$1.71M 1.28% 19
2026
Q2 		$334K Buy
+7,111
New +$333K 0.22% 64

Other funds holding ITM

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
FOCUS Wealth Advisors
FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

A4 Wealth Advisors's ITM Position: Q3 2026 in Review

A4 Wealth Advisors increased its VanEck Intermediate Muni ETF (ITM) stake by 525% in Q3 2026, buying an estimated $1.71M and bringing the position to 44,462 shares worth $1.96M. The position accounts for 1.28% of the portfolio, ranked #19.

A4 Wealth Advisors first reported a position in ITM in Q2 2026 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold ITM as of Q3 2026.

  • A4 Wealth Advisors held 44,462 shares of VanEck Intermediate Muni ETF worth $1.96M as of Q3 2026.
  • A4 Wealth Advisors bought 37,351 VanEck Intermediate Muni ETF shares in Q3 2026, an estimated $1.71M.
  • VanEck Intermediate Muni ETF made up 1.28% of A4 Wealth Advisors's portfolio in Q3 2026, its #19 holding.
  • A4 Wealth Advisors first reported a position in VanEck Intermediate Muni ETF in Q2 2026 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.