Confluence Investment Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Confluence Investment 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	$589K	Buy	+13,388	New	+$612K	0.01%	247
2022 Q4	–	Sell	-20,376	Closed	-$887K	–	320
2022 Q3	$887K	Buy	20,376 +11,512	+130%	+$526K	0.01%	200
2022 Q2	$405K	Buy	+8,864	New	+$405K	0.01%	246
2019 Q1	–	Sell	-11,547	Closed	-$548K	–	304
2018 Q4	$548K	Buy	+11,547	New	+$538K	0.01%	234
2018 Q1	–	Sell	-4,733	Closed	-$228K	–	237
2017 Q4	$228K	Buy	+4,733	New	+$228K	﹤0.01%	229
2017 Q1	–	Sell	-16,049	Closed	-$744K	–	242
2016 Q4	$744K	Buy	+16,049	New	+$760K	0.02%	197

Other funds holding ITM

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

HFAS

Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $137M AUM

Confluence Investment Management's ITM Position: Q3 2026 in Review

Confluence Investment Management opened a new position in VanEck Intermediate Muni ETF (ITM) in Q3 2026: 13,388 shares worth $589K. The stake represents 0.01% of the portfolio and ranks #247 among its holdings. This is a return to the name: Confluence Investment Management previously reported a position in ITM as recently as Q3 2022.

Confluence Investment Management first reported a position in ITM in Q4 2016 and has held it in 6 quarters since. The position peaked at $887K in Q3 2022. 16 funds tracked by Wall St. Rank hold ITM as of Q3 2026.

Confluence Investment Management held 13,388 shares of VanEck Intermediate Muni ETF worth $589K as of Q3 2026.
VanEck Intermediate Muni ETF was a new Confluence Investment Management position in Q3 2026.
VanEck Intermediate Muni ETF made up 0.01% of Confluence Investment Management's portfolio in Q3 2026, its #247 holding.
Confluence Investment Management first reported a position in VanEck Intermediate Muni ETF in Q4 2016 and has held it in 6 quarters since.
Confluence Investment Management's VanEck Intermediate Muni ETF position peaked at $887K in Q3 2022.
16 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2026.

Based on Confluence Investment Management's 13F filing for Q3 2026, filed 1 Oct 2026.