COMPASS FINANCIAL MANAGEMENT LLC’s VanEck Intermediate Muni ETF ITM Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$53.4K	Buy	+1,136	New	+$53.1K	0.01%	677

Other funds holding ITM

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's ITM Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in VanEck Intermediate Muni ETF (ITM) in Q2 2026: 1,136 shares worth $53.4K. The stake represents 0.01% of the portfolio and ranks #677 among its holdings.

156 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 1,136 shares of VanEck Intermediate Muni ETF worth $53.4K as of Q2 2026.
VanEck Intermediate Muni ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
VanEck Intermediate Muni ETF made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #677 holding.
156 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.