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

Aptus 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
2026
Q2 		$78.4K Hold
1,668
– – ﹤0.01% 1302
2026
Q1 		$77.4K Sell
1,668
-639
-28% -$30.2K ﹤0.01% 1200
2025
Q4 		$109K Buy
2,307
+489
+27% +$23K ﹤0.01% 1161
2025
Q3 		$84.7K Sell
1,818
-64
-3% -$2.93K ﹤0.01% 1142
2025
Q2 		$85.6K Buy
1,882
+1,267
+206% +$57.2K ﹤0.01% 1105
2025
Q1 		$28K Buy
615
+115
+23% +$5.29K ﹤0.01% 1172
2024
Q4 		$23.1K Buy
+500
New +$23.2K ﹤0.01% 1190

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

Aptus Capital Advisors's ITM Position: Q2 2026 in Review

Aptus Capital Advisors held its VanEck Intermediate Muni ETF (ITM) position steady in Q2 2026 at 1,668 shares worth $78.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1302.

Aptus Capital Advisors first reported a position in ITM in Q4 2024 and has held it in 7 quarters since. The position peaked at $109K in Q4 2025. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • Aptus Capital Advisors held 1,668 shares of VanEck Intermediate Muni ETF worth $78.4K as of Q2 2026.
  • Aptus Capital Advisors left its VanEck Intermediate Muni ETF share count unchanged in Q2 2026.
  • VanEck Intermediate Muni ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1302 holding.
  • Aptus Capital Advisors first reported a position in VanEck Intermediate Muni ETF in Q4 2024 and has held it in 7 quarters since.
  • Aptus Capital Advisors's VanEck Intermediate Muni ETF position peaked at $109K in Q4 2025.
  • 204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.