AWA
ITM icon

Aquire Wealth Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Aquire Wealth 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 		$744K Sell
15,843
-3,471
-18% -$162K 0.17% 30
2026
Q1 		$897K Buy
19,314
+23
+0.1% +$1.09K 0.24% 25
2025
Q4 		$910K Buy
19,291
+32
+0.2% +$1.5K 0.24% 26
2025
Q3 		$897K Hold
19,259
– – 0.22% 26
2025
Q2 		$876K Buy
19,259
+48
+0.2% +$2.17K 0.24% 24
2025
Q1 		$874K Sell
19,211
-5,696
-23% -$262K 0.27% 23
2024
Q4 		$1.15M Sell
24,907
-16,043
-39% -$743K 0.36% 22
2024
Q3 		$1.92M Sell
40,950
-77
-0.2% -$3.58K 0.6% 20
2024
Q2 		$1.88M Buy
41,027
+140
+0.3% +$6.42K 0.63% 20
2024
Q1 		$1.9M Sell
40,887
-1,378
-3% -$64.2K 0.66% 20
2023
Q4 		$1.99M Sell
42,265
-556
-1% -$25K 0.76% 19
2023
Q3 		$1.89M Sell
42,821
-7,819
-15% -$356K 0.79% 19
2023
Q2 		$2.33M Sell
50,640
-2,941
-5% -$136K 0.93% 19
2023
Q1 		$2.49M Buy
53,581
+159
+0.3% +$7.33K 1.09% 19
2022
Q4 		$4.9M Sell
53,422
-1,129
-2% -$50.5K 2.44% 10
2022
Q3 		$2.38M Sell
54,551
-1,193
-2% -$54.5K 1.38% 21
2022
Q2 		$2.55M Sell
55,744
-7,464
-12% -$341K 1.49% 20
2022
Q1 		$2.99M Buy
63,208
+1,026
+2% +$50.6K 1.59% 18
2021
Q4 		$3.19M Buy
+62,182
New +$3.18M 1.67% 18

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

Aquire Wealth Advisors's ITM Position: Q2 2026 in Review

Aquire Wealth Advisors reduced its VanEck Intermediate Muni ETF (ITM) stake by 18% in Q2 2026, selling an estimated $162K and leaving 15,843 shares worth $744K. The position accounts for 0.17% of the portfolio, ranked #30.

Aquire Wealth Advisors first reported a position in ITM in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.9M in Q4 2022. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • Aquire Wealth Advisors held 15,843 shares of VanEck Intermediate Muni ETF worth $744K as of Q2 2026.
  • Aquire Wealth Advisors sold 3,471 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $162K.
  • VanEck Intermediate Muni ETF made up 0.17% of Aquire Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Aquire Wealth Advisors first reported a position in VanEck Intermediate Muni ETF in Q4 2021 and has held it in 19 quarters since.
  • Aquire Wealth Advisors's VanEck Intermediate Muni ETF position peaked at $4.9M in Q4 2022.
  • 204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Aquire Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.