Compass Financial Management
ITM icon

Compass Financial Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Compass Financial 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
Q3 		$50K Hold
1,136
– – 0.01% 738
2026
Q2 		$53.4K Buy
+1,136
New +$53.1K 0.01% 677

Other funds holding ITM

Northwestern Mutual Wealth Management
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LPL Financial
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Compass Financial Management's ITM Position: Q3 2026 in Review

Compass Financial Management held its VanEck Intermediate Muni ETF (ITM) position steady in Q3 2026 at 1,136 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #738.

Compass Financial Management first reported a position in ITM in Q2 2026 and has held it in 2 quarters since. The position peaked at $53.4K in Q2 2026. 171 funds tracked by Wall St. Rank hold ITM as of Q3 2026.

  • Compass Financial Management held 1,136 shares of VanEck Intermediate Muni ETF worth $50K as of Q3 2026.
  • Compass Financial Management left its VanEck Intermediate Muni ETF share count unchanged in Q3 2026.
  • VanEck Intermediate Muni ETF made up 0.01% of Compass Financial Management's portfolio in Q3 2026, its #738 holding.
  • Compass Financial Management first reported a position in VanEck Intermediate Muni ETF in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's VanEck Intermediate Muni ETF position peaked at $53.4K in Q2 2026.
  • 171 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.