Brinker Capital Investments’s VanEck Intermediate Muni ETF ITM Stock Holding History

Brinker Capital Investments’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
2025 Q1	–	Sell	-7,398	Closed	-$341K	–	1928
2024 Q4	$341K	Buy	+7,398	New	+$343K	﹤0.01%	1497
2024 Q1	–	Sell	-4,399	Closed	-$207K	–	1714
2023 Q4	$207K	Buy	+4,399	New	+$198K	﹤0.01%	1563
2015 Q3	–	Sell	-1,591	Closed	-$74K	–	487
2015 Q2	$74K	Sell	1,591 -280	-15%	-$13.1K	﹤0.01%	307
2015 Q1	$89K	Buy	+1,871	New	+$89K	﹤0.01%	294

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brinker Capital Investments's ITM Position: Q1 2025 in Review

Brinker Capital Investments sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2025, closing a stake of 7,398 shares — an estimated $341K sold.

Brinker Capital Investments first reported a position in ITM in Q1 2015 and held it in 4 quarters. The position peaked at $341K in Q4 2024. 174 funds tracked by Wall St. Rank hold ITM as of Q1 2025.

Brinker Capital Investments reported no remaining VanEck Intermediate Muni ETF position as of Q1 2025 after selling out during the quarter.
Brinker Capital Investments sold 7,398 VanEck Intermediate Muni ETF shares in Q1 2025, an estimated $341K.
Brinker Capital Investments first reported a position in VanEck Intermediate Muni ETF in Q1 2015 and held it in 4 quarters.
Brinker Capital Investments's VanEck Intermediate Muni ETF position peaked at $341K in Q4 2024.
174 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2025.

Based on Brinker Capital Investments's 13F filing for Q1 2025, filed 1 Aug 2025.