Atlantic Edge Private Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Atlantic Edge Private 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	–	Hold	0	–	–	–	617
2026 Q1	–	Hold	0	–	–	–	599
2025 Q4	–	Hold	0	–	–	–	576
2025 Q3	–	Hold	0	–	–	–	540
2025 Q2	–	Hold	0	–	–	–	508
2025 Q1	–	Hold	0	–	–	–	499
2024 Q4	–	Hold	0	–	–	–	484
2024 Q3	–	Hold	0	–	–	–	495
2024 Q2	–	Sell	-20	Closed	-$918	–	484
2024 Q1	$928	Hold	20	–	–	﹤0.01%	459
2023 Q4	$932	Buy	+20	New	+$900	﹤0.01%	437

Other funds holding ITM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Atlantic Edge Private Wealth Management's ITM Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its VanEck Intermediate Muni ETF (ITM) position steady in Q2 2026 at 0 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Atlantic Edge Private Wealth Management first reported a position in ITM in Q4 2023 and has held it in 2 quarters since. The position peaked at $932 in Q4 2023. 63 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Atlantic Edge Private Wealth Management held 0 shares of VanEck Intermediate Muni ETF worth $1 as of Q2 2026.
Atlantic Edge Private Wealth Management left its VanEck Intermediate Muni ETF share count unchanged in Q2 2026.
VanEck Intermediate Muni ETF made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #617 holding.
Atlantic Edge Private Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q4 2023 and has held it in 2 quarters since.
Atlantic Edge Private Wealth Management's VanEck Intermediate Muni ETF position peaked at $932 in Q4 2023.
63 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.