CCWA
ITM icon

CLA (CliftonLarsonAllen) Wealth Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		$49.6M Buy
1,055,190
+1,680
+0.2% +$78.6K 0.65% 26
2026
Q1 		$48.9M Buy
1,053,510
+1,038,766
+7,045% +$49.1M 0.72% 26
2025
Q4 		$695K Sell
14,744
-806
-5% -$37.9K 0.01% 178
2025
Q3 		$725K Sell
15,550
-4
-0% -$183 0.01% 173
2025
Q2 		$707K Buy
15,554
+5,265
+51% +$238K 0.01% 175
2025
Q1 		$468K Sell
10,289
-72,902
-88% -$3.36M 0.01% 174
2024
Q4 		$3.84M Buy
83,191
+4,139
+5% +$192K 0.07% 76
2024
Q3 		$3.71M Sell
79,052
-1,479
-2% -$68.7K 0.09% 78
2024
Q2 		$3.69M Buy
80,531
+1,769
+2% +$81.2K 0.08% 78
2024
Q1 		$3.66M Sell
78,762
-168,965
-68% -$7.87M 0.08% 74
2023
Q4 		$11.7M Buy
247,727
+219,206
+769% +$9.87M 0.29% 49
2023
Q3 		$1.26M Buy
+28,521
New +$1.3M 0.04% 113

Other funds holding ITM

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's ITM Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its VanEck Intermediate Muni ETF (ITM) stake by 0.16% in Q2 2026, buying an estimated $78.6K and bringing the position to 1,055,190 shares worth $49.6M. The position accounts for 0.65% of the portfolio, ranked #26.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in ITM in Q3 2023 and has held it in 12 quarters since. 63 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 1,055,190 shares of VanEck Intermediate Muni ETF worth $49.6M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 1,680 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $78.6K.
  • VanEck Intermediate Muni ETF made up 0.65% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in VanEck Intermediate Muni ETF in Q3 2023 and has held it in 12 quarters since.
  • 63 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.