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
2026 Q2	$232K	Buy	+4,943	New	+$231K	﹤0.01%	1749
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 $1.55T 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 22.9% 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

Brinker Capital Investments's ITM Position: Q2 2026 in Review

Brinker Capital Investments opened a new position in VanEck Intermediate Muni ETF (ITM) in Q2 2026: 4,943 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #1749 among its holdings. This is a return to the name: Brinker Capital Investments previously reported a position in ITM as recently as Q4 2024.

Brinker Capital Investments first reported a position in ITM in Q1 2015 and has held it in 5 quarters since. The position peaked at $341K in Q4 2024. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Brinker Capital Investments held 4,943 shares of VanEck Intermediate Muni ETF worth $232K as of Q2 2026.
VanEck Intermediate Muni ETF was a new Brinker Capital Investments position in Q2 2026.
VanEck Intermediate Muni ETF made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1749 holding.
Brinker Capital Investments first reported a position in VanEck Intermediate Muni ETF in Q1 2015 and has held it in 5 quarters since.
Brinker Capital Investments's VanEck Intermediate Muni ETF position peaked at $341K in Q4 2024.
205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.