AWE
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
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

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

Avidian Wealth Enterprises's ITM Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its VanEck Intermediate Muni ETF (ITM) stake by 4.2% in Q2 2026, buying an estimated $574K and bringing the position to 304,032 shares worth $14.3M. The position accounts for 0.4% of the portfolio, ranked #44.

Avidian Wealth Enterprises first reported a position in ITM in Q1 2020 and has held it in 26 quarters since. The position peaked at $23.1M in Q3 2021. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • Avidian Wealth Enterprises held 304,032 shares of VanEck Intermediate Muni ETF worth $14.3M as of Q2 2026.
  • Avidian Wealth Enterprises bought 12,280 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $574K.
  • VanEck Intermediate Muni ETF made up 0.4% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #44 holding.
  • Avidian Wealth Enterprises first reported a position in VanEck Intermediate Muni ETF in Q1 2020 and has held it in 26 quarters since.
  • Avidian Wealth Enterprises's VanEck Intermediate Muni ETF position peaked at $23.1M in Q3 2021.
  • 204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.