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Capital Investment Advisory Services’s VanEck Intermediate Muni ETF ITM Stock Holding History

Capital Investment Advisory Services’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
Q4 		– Sell
-75
Closed -$3.5K – 1190
2025
Q3 		$3.5K Buy
+75
New +$3.43K ﹤0.01% 1028
2019
Q1 		– Sell
-5
Closed – – 1241
2018
Q4 		$0 Buy
+5
New +$233 ﹤0.01% 1203

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return

Capital Investment Advisory Services's ITM Position: Q4 2025 in Review

Capital Investment Advisory Services sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2025, closing a stake of 75 shares — an estimated $3.5K sold.

Capital Investment Advisory Services first reported a position in ITM in Q4 2018 and held it in 2 quarters. The position peaked at $3.5K in Q3 2025. 180 funds tracked by Wall St. Rank hold ITM as of Q4 2025.

  • Capital Investment Advisory Services reported no remaining VanEck Intermediate Muni ETF position as of Q4 2025 after selling out during the quarter.
  • Capital Investment Advisory Services sold 75 VanEck Intermediate Muni ETF shares in Q4 2025, an estimated $3.5K.
  • Capital Investment Advisory Services first reported a position in VanEck Intermediate Muni ETF in Q4 2018 and held it in 2 quarters.
  • Capital Investment Advisory Services's VanEck Intermediate Muni ETF position peaked at $3.5K in Q3 2025.
  • 180 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2025.

Based on Capital Investment Advisory Services's 13F filing for Q4 2025, filed 21 Jan 2026.