Avidian Wealth Enterprises
ITM icon

Avidian Wealth Enterprises’s VanEck Intermediate Muni ETF ITM Stock Holding History

Avidian Wealth Enterprises’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 		$12.9M Sell
294,244
-9,788
-3% -$448K 0.36% 48
2026
Q2 		$14.3M Buy
304,032
+12,280
+4% +$574K 0.4% 44
2026
Q1 		$13.5M Sell
291,752
-32,029
-10% -$1.51M 0.43% 40
2025
Q4 		$15.3M Buy
323,781
+3,851
+1% +$181K 0.56% 33
2025
Q3 		$14.9M Buy
319,930
+1,929
+0.6% +$88.3K 0.56% 31
2025
Q2 		$14.5M Sell
318,001
-3,957
-1% -$179K 0.59% 34
2025
Q1 		$14.7M Sell
321,958
-119,334
-27% -$5.49M 0.65% 32
2024
Q4 		$20.3M Sell
441,292
-13,291
-3% -$616K 0.91% 22
2024
Q3 		$21.3M Buy
454,583
+3,647
+0.8% +$169K 0.97% 22
2024
Q2 		$20.7M Sell
450,936
-12,719
-3% -$584K 0.86% 23
2024
Q1 		$21.6M Buy
463,655
+80,719
+21% +$3.76M 1.05% 19
2023
Q4 		$18M Buy
382,936
+18,558
+5% +$836K 1.11% 17
2023
Q3 		$16.1M Buy
364,378
+20,598
+6% +$937K 1.13% 17
2023
Q2 		$15.8M Sell
343,780
-72,513
-17% -$3.34M 1.04% 19
2023
Q1 		$19.3M Buy
416,293
+21,959
+6% +$1.01M 1.06% 21
2022
Q4 		$18M Sell
394,334
-37,603
-9% -$1.68M 1.17% 21
2022
Q3 		$18.8M Buy
431,937
+187,512
+77% +$8.57M 1.36% 16
2022
Q2 		$11.2M Sell
244,425
-138,060
-36% -$6.31M 0.79% 26
2022
Q1 		$18.1M Sell
382,485
-4,715
-1% -$232K 1.11% 18
2021
Q4 		$19.9M Sell
387,200
-63,990
-14% -$3.27M 1.24% 17
2021
Q3 		$23.1M Buy
451,190
+21,268
+5% +$1.1M 1.76% 14
2021
Q2 		$22.3M Sell
429,922
-7,914
-2% -$409K 1.71% 13
2021
Q1 		$22.4M Buy
437,836
+140,047
+47% +$7.24M 1.91% 13
2020
Q4 		$15.5M Buy
297,789
+144,499
+94% +$7.44M 1.47% 14
2020
Q3 		$7.86M Buy
153,290
+85,043
+125% +$4.38M 0.89% 26
2020
Q2 		$3.48M Buy
68,247
+54,729
+405% +$2.72M 0.47% 39
2020
Q1 		$664K Buy
+13,518
New +$677K 0.11% 91

Other funds holding ITM

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Avidian Wealth Enterprises's ITM Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its VanEck Intermediate Muni ETF (ITM) stake by 3.2% in Q3 2026, selling an estimated $448K and leaving 294,244 shares worth $12.9M. The position accounts for 0.36% of the portfolio, ranked #48.

Avidian Wealth Enterprises first reported a position in ITM in Q1 2020 and has held it in 27 quarters since. The position peaked at $23.1M in Q3 2021. 162 funds tracked by Wall St. Rank hold ITM as of Q3 2026.

  • Avidian Wealth Enterprises held 294,244 shares of VanEck Intermediate Muni ETF worth $12.9M as of Q3 2026.
  • Avidian Wealth Enterprises sold 9,788 VanEck Intermediate Muni ETF shares in Q3 2026, an estimated $448K.
  • VanEck Intermediate Muni ETF made up 0.36% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #48 holding.
  • Avidian Wealth Enterprises first reported a position in VanEck Intermediate Muni ETF in Q1 2020 and has held it in 27 quarters since.
  • Avidian Wealth Enterprises's VanEck Intermediate Muni ETF position peaked at $23.1M in Q3 2021.
  • 162 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.