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Ackerman Capital Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Ackerman Capital 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
2025
Q2 		– Sell
-14,962
Closed -$681K – 118
2025
Q1 		$681K Buy
+14,962
New +$689K 0.18% 59
2023
Q1 		– Sell
-212,710
Closed -$9.7M – 112
2022
Q4 		$9.7M Sell
212,710
-6,578
-3% -$294K 2.61% 11
2022
Q3 		$9.55M Buy
219,288
+11,614
+6% +$531K 2.71% 10
2022
Q2 		$9.48M Buy
207,674
+110,078
+113% +$5.03M 2.55% 12
2022
Q1 		$4.62M Sell
97,596
-59,552
-38% -$2.94M 1.09% 21
2021
Q4 		$8.06M Sell
157,148
-8,492
-5% -$435K 1.85% 16
2021
Q3 		$8.49M Buy
165,640
+3,161
+2% +$164K 1.95% 15
2021
Q2 		$8.42M Buy
162,479
+19,775
+14% +$1.02M 1.97% 15
2021
Q1 		$7.31M Buy
142,704
+217
+0.2% +$11.2K 1.78% 17
2020
Q4 		$7.41M Buy
142,487
+8,941
+7% +$460K 1.88% 13
2020
Q3 		$6.85M Buy
133,546
+2,175
+2% +$112K 1.91% 12
2020
Q2 		$6.69M Buy
+131,371
New +$6.53M 2.01% 14

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ackerman Capital Advisors's ITM Position: Q2 2025 in Review

Ackerman Capital Advisors sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2025, closing a stake of 14,962 shares — an estimated $681K sold.

Ackerman Capital Advisors first reported a position in ITM in Q2 2020 and held it in 12 quarters. The position peaked at $9.7M in Q4 2022. 170 funds tracked by Wall St. Rank hold ITM as of Q2 2025.

  • Ackerman Capital Advisors reported no remaining VanEck Intermediate Muni ETF position as of Q2 2025 after selling out during the quarter.
  • Ackerman Capital Advisors sold 14,962 VanEck Intermediate Muni ETF shares in Q2 2025, an estimated $681K.
  • Ackerman Capital Advisors first reported a position in VanEck Intermediate Muni ETF in Q2 2020 and held it in 12 quarters.
  • Ackerman Capital Advisors's VanEck Intermediate Muni ETF position peaked at $9.7M in Q4 2022.
  • 170 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2025.

Based on Ackerman Capital Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.