AWM
ITM icon

Axxcess Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Axxcess 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 		$4.67M Buy
99,419
+8,074
+9% +$378K 0.07% 243
2026
Q1 		$4.24M Buy
91,345
+10,591
+13% +$501K 0.14% 132
2025
Q4 		$3.81M Buy
80,754
+2,684
+3% +$126K 0.07% 254
2025
Q3 		$3.64M Sell
78,070
-1,626
-2% -$74.4K 0.08% 204
2025
Q2 		$3.62M Buy
79,696
+75,031
+1,608% +$3.38M 0.08% 187
2025
Q1 		$212K Sell
4,665
-29,989
-87% -$1.38M 0.01% 798
2024
Q4 		$1.6M Buy
34,654
+29,368
+556% +$1.36M 0.04% 319
2024
Q3 		$248K Sell
5,286
-1,535
-23% -$71.3K 0.01% 758
2024
Q2 		$313K Sell
6,821
-366
-5% -$16.8K 0.01% 637
2024
Q1 		$334K Sell
7,187
-50
-0.7% -$2.33K 0.01% 638
2023
Q4 		$340K Sell
7,237
-940
-11% -$42.3K 0.01% 612
2023
Q3 		$361K Buy
8,177
+199
+2% +$9.05K 0.01% 553
2023
Q2 		$368K Sell
7,978
-30
-0.4% -$1.38K 0.03% 409
2023
Q1 		$372K Sell
8,008
-366
-4% -$16.9K 0.03% 436
2022
Q4 		$382K Sell
8,374
-7,983
-49% -$357K 0.03% 404
2022
Q3 		$712K Sell
16,357
-67
-0.4% -$3.06K 0.07% 250
2022
Q2 		$750K Sell
16,424
-3,670
-18% -$168K 0.07% 229
2022
Q1 		$951K Buy
20,094
+3,458
+21% +$170K 0.07% 230
2021
Q4 		$853K Buy
+16,636
New +$851K 0.06% 245

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

Axxcess Wealth Management's ITM Position: Q2 2026 in Review

Axxcess Wealth Management increased its VanEck Intermediate Muni ETF (ITM) stake by 8.8% in Q2 2026, buying an estimated $378K and bringing the position to 99,419 shares worth $4.67M. The position accounts for 0.07% of the portfolio, ranked #243.

Axxcess Wealth Management first reported a position in ITM in Q4 2021 and has held it in 19 quarters since. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • Axxcess Wealth Management held 99,419 shares of VanEck Intermediate Muni ETF worth $4.67M as of Q2 2026.
  • Axxcess Wealth Management bought 8,074 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $378K.
  • VanEck Intermediate Muni ETF made up 0.07% of Axxcess Wealth Management's portfolio in Q2 2026, its #243 holding.
  • Axxcess Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q4 2021 and has held it in 19 quarters since.
  • 205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.