Beacon Pointe Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Beacon Pointe 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	$445K	Buy	+9,464	New	+$443K	﹤0.01%	1395
2023 Q4	–	Sell	-12,001	Closed	-$529K	–	1356
2023 Q3	$529K	Sell	12,001 -1,549	-11%	-$70.4K	0.01%	849
2023 Q2	$624K	Sell	13,550 -1,792	-12%	-$82.6K	0.01%	652
2023 Q1	$713K	Sell	15,342 -551	-3%	-$25.4K	0.01%	643
2022 Q4	$725K	Sell	15,893 -621	-4%	-$27.8K	0.01%	585
2022 Q3	$719K	Buy	16,514 +8,378	+103%	+$383K	0.02%	543
2022 Q2	$371K	Sell	8,136 -4,742	-37%	-$217K	0.01%	751
2022 Q1	$609K	Buy	+12,878	New	+$635K	0.01%	756

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Beacon Pointe Advisors's ITM Position: Q2 2026 in Review

Beacon Pointe Advisors opened a new position in VanEck Intermediate Muni ETF (ITM) in Q2 2026: 9,464 shares worth $445K. The stake represents ﹤0.01% of the portfolio and ranks #1395 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in ITM as recently as Q3 2023.

Beacon Pointe Advisors first reported a position in ITM in Q1 2022 and has held it in 8 quarters since. The position peaked at $725K in Q4 2022. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Beacon Pointe Advisors held 9,464 shares of VanEck Intermediate Muni ETF worth $445K as of Q2 2026.
VanEck Intermediate Muni ETF was a new Beacon Pointe Advisors position in Q2 2026.
VanEck Intermediate Muni ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1395 holding.
Beacon Pointe Advisors first reported a position in VanEck Intermediate Muni ETF in Q1 2022 and has held it in 8 quarters since.
Beacon Pointe Advisors's VanEck Intermediate Muni ETF position peaked at $725K in Q4 2022.
205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.