Apexium Financial’s VanEck Intermediate Muni ETF ITM Stock Holding History

Apexium Financial’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 Q3	$349K	Hold	7,496	–	–	0.02%	228
2025 Q2	$341K	Hold	7,496	–	–	0.02%	220
2025 Q1	$341K	Buy	7,496 +1,250	+20%	+$57.5K	0.02%	212
2024 Q4	$288K	Hold	6,246	–	–	0.02%	213
2024 Q3	$293K	Hold	6,246	–	–	0.02%	189
2024 Q2	$286K	Sell	6,246 -219	-3%	-$10.1K	0.02%	183
2024 Q1	$301K	Hold	6,465	–	–	0.02%	180
2023 Q4	$304K	Sell	6,465 -974	-13%	-$43.9K	0.02%	215
2023 Q3	$328K	Hold	7,439	–	–	0.03%	163
2023 Q2	$343K	Sell	7,439 -92	-1%	-$4.24K	0.03%	166
2023 Q1	$350K	Hold	7,531	–	–	0.03%	158
2022 Q4	$343K	Hold	7,531	–	–	0.04%	156
2022 Q3	$328K	Buy	+7,531	New	+$344K	0.04%	147

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WJA

Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Apexium Financial's ITM Position: Q3 2025 in Review

Apexium Financial held its VanEck Intermediate Muni ETF (ITM) position steady in Q3 2025 at 7,496 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #228.

Apexium Financial first reported a position in ITM in Q3 2022 and has held it in 13 quarters since. The position peaked at $350K in Q1 2023. 169 funds tracked by Wall St. Rank hold ITM as of Q3 2025.

Apexium Financial held 7,496 shares of VanEck Intermediate Muni ETF worth $349K as of Q3 2025.
Apexium Financial left its VanEck Intermediate Muni ETF share count unchanged in Q3 2025.
VanEck Intermediate Muni ETF made up 0.02% of Apexium Financial's portfolio in Q3 2025, its #228 holding.
Apexium Financial first reported a position in VanEck Intermediate Muni ETF in Q3 2022 and has held it in 13 quarters since.
Apexium Financial's VanEck Intermediate Muni ETF position peaked at $350K in Q1 2023.
169 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.