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Clearstead Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Clearstead 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
Q1 		$4.23M Buy
91,208
+244
+0.3% +$11.5K 0.04% 255
2025
Q4 		$4.29M Buy
90,964
+1,049
+1% +$49.3K 0.05% 220
2025
Q3 		$4.19M Buy
89,915
+10,381
+13% +$475K 0.06% 215
2025
Q2 		$3.62M Sell
79,534
-8,418
-10% -$380K 0.05% 232
2025
Q1 		$4M Buy
87,952
+4,099
+5% +$189K 0.06% 203
2024
Q4 		$3.87M Sell
83,853
-15,205
-15% -$704K 0.06% 207
2024
Q3 		$4.65M Buy
99,058
+11,163
+13% +$519K 0.07% 193
2024
Q2 		$4.03M Buy
+87,895
New +$4.03M 0.07% 197

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 $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
WJA
Willis Johnson & Associates Houston, Texas $1.71B AUM 16.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return