AWM
ITM icon

AE Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

AE Wealth Management’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
Q2 		$752K Buy
16,013
+12,765
+393% +$597K ﹤0.01% 1031
2026
Q1 		$151K Buy
3,248
+1,019
+46% +$48.2K ﹤0.01% 1673
2025
Q4 		$105K Buy
2,229
+1,154
+107% +$54.2K ﹤0.01% 1682
2025
Q3 		$50.1K Buy
1,075
+600
+126% +$27.5K ﹤0.01% 1717
2025
Q2 		$21.6K Buy
+475
New +$21.4K ﹤0.01% 1749

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AE Wealth Management's ITM Position: Q2 2026 in Review

AE Wealth Management increased its VanEck Intermediate Muni ETF (ITM) stake by 393% in Q2 2026, buying an estimated $597K and bringing the position to 16,013 shares worth $752K. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

AE Wealth Management first reported a position in ITM in Q2 2025 and has held it in 5 quarters since. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • AE Wealth Management held 16,013 shares of VanEck Intermediate Muni ETF worth $752K as of Q2 2026.
  • AE Wealth Management bought 12,765 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $597K.
  • VanEck Intermediate Muni ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1031 holding.
  • AE Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q2 2025 and has held it in 5 quarters since.
  • 205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.