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

Capital Advisors 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 		– Sell
-4,961
Closed -$230K – 239
2026
Q1 		$230K Buy
4,961
+23
+0.5% +$1.09K 0.03% 199
2025
Q4 		$233K Buy
4,938
+48
+1% +$2.26K 0.03% 203
2025
Q3 		$228K Sell
4,890
-4,517
-48% -$207K 0.03% 199
2025
Q2 		$428K Sell
9,407
-301
-3% -$13.6K 0.07% 127
2025
Q1 		$442K Sell
9,708
-73
-0.7% -$3.36K 0.08% 113
2024
Q4 		$451K Buy
9,781
+89
+0.9% +$4.12K 0.08% 103
2024
Q3 		$455K Buy
9,692
+66
+0.7% +$3.07K 0.08% 99
2024
Q2 		$441K Buy
9,626
+66
+0.7% +$3.03K 0.09% 93
2024
Q1 		$445K Buy
9,560
+62
+0.7% +$2.89K 0.09% 93
2023
Q4 		$447K Buy
9,498
+59
+0.6% +$2.66K 0.1% 87
2023
Q3 		$416K Buy
9,439
+58
+0.6% +$2.64K 0.11% 87
2023
Q2 		$432K Buy
9,381
+1,354
+17% +$62.4K 0.11% 85
2023
Q1 		$373K Buy
8,027
+45
+0.6% +$2.08K 0.1% 88
2022
Q4 		$364K Buy
7,982
+40
+0.5% +$1.79K 0.11% 86
2022
Q3 		$346K Sell
7,942
-1,588
-17% -$72.6K 0.11% 86
2022
Q2 		$435K Sell
9,530
-1,951
-17% -$89.2K 0.14% 73
2022
Q1 		$543K Buy
11,481
+46
+0.4% +$2.27K 0.17% 64
2021
Q4 		$586K Sell
11,435
-1,602
-12% -$82K 0.18% 62
2021
Q3 		$668K Buy
13,037
+1,748
+15% +$90.7K 0.24% 57
2021
Q2 		$585K Buy
11,289
+51
+0.5% +$2.64K 0.22% 54
2021
Q1 		$576K Buy
+11,238
New +$581K 0.25% 54

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

Capital Advisors Wealth Management's ITM Position: Q2 2026 in Review

Capital Advisors Wealth Management sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2026, closing a stake of 4,961 shares — an estimated $230K sold.

Capital Advisors Wealth Management first reported a position in ITM in Q1 2021 and held it in 21 quarters. The position peaked at $668K in Q3 2021. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • Capital Advisors Wealth Management reported no remaining VanEck Intermediate Muni ETF position as of Q2 2026 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 4,961 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $230K.
  • Capital Advisors Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q1 2021 and held it in 21 quarters.
  • Capital Advisors Wealth Management's VanEck Intermediate Muni ETF position peaked at $668K in Q3 2021.
  • 204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.