CreativeOne Wealth’s VanEck Intermediate Muni ETF ITM Stock Holding History

CreativeOne Wealth’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	$280K	Buy	+5,963	New	+$279K	0.01%	1024
2022 Q4	–	Sell	-5,703	Closed	-$248K	–	757
2022 Q3	$248K	Sell	5,703 -1,578	-22%	-$72.1K	0.01%	609
2022 Q2	$333K	Sell	7,281 -1,917	-21%	-$87.6K	0.02%	519
2022 Q1	$435K	Sell	9,198 -1,768	-16%	-$87.1K	0.02%	468
2021 Q4	$562K	Sell	10,966 -3,776	-26%	-$193K	0.03%	427
2021 Q3	$755K	Buy	14,742 +659	+5%	+$34.2K	0.04%	304
2021 Q2	$730K	Buy	14,083 +931	+7%	+$48.1K	0.05%	305
2021 Q1	$674K	Buy	13,152 +671	+5%	+$34.7K	0.05%	272
2020 Q4	$650K	Buy	12,481 +4,544	+57%	+$234K	0.05%	251
2020 Q3	$407K	Buy	7,937 +2,937	+59%	+$151K	0.06%	180
2020 Q2	$255K	Buy	5,000 +166	+3%	+$8.25K	0.04%	207
2020 Q1	$237K	Buy	+4,834	New	+$242K	0.05%	178

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CreativeOne Wealth's ITM Position: Q2 2026 in Review

CreativeOne Wealth opened a new position in VanEck Intermediate Muni ETF (ITM) in Q2 2026: 5,963 shares worth $280K. The stake represents 0.01% of the portfolio and ranks #1024 among its holdings. This is a return to the name: CreativeOne Wealth previously reported a position in ITM as recently as Q3 2022.

CreativeOne Wealth first reported a position in ITM in Q1 2020 and has held it in 12 quarters since. The position peaked at $755K in Q3 2021. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

CreativeOne Wealth held 5,963 shares of VanEck Intermediate Muni ETF worth $280K as of Q2 2026.
VanEck Intermediate Muni ETF was a new CreativeOne Wealth position in Q2 2026.
VanEck Intermediate Muni ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1024 holding.
CreativeOne Wealth first reported a position in VanEck Intermediate Muni ETF in Q1 2020 and has held it in 12 quarters since.
CreativeOne Wealth's VanEck Intermediate Muni ETF position peaked at $755K in Q3 2021.
205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.