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Apella Capital’s VanEck Intermediate Muni ETF ITM Stock Holding History

Apella Capital’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 		$397K Buy
+9,020
New +$413K 0.01% 561

Other funds holding ITM

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AWE
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
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM

Apella Capital's ITM Position: Q3 2026 in Review

Apella Capital opened a new position in VanEck Intermediate Muni ETF (ITM) in Q3 2026: 9,020 shares worth $397K. The stake represents 0.01% of the portfolio and ranks #561 among its holdings.

16 funds tracked by Wall St. Rank hold ITM as of Q3 2026.

  • Apella Capital held 9,020 shares of VanEck Intermediate Muni ETF worth $397K as of Q3 2026.
  • VanEck Intermediate Muni ETF was a new Apella Capital position in Q3 2026.
  • VanEck Intermediate Muni ETF made up 0.01% of Apella Capital's portfolio in Q3 2026, its #561 holding.
  • 16 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.