Equitable Holdings’s VanEck Intermediate Muni ETF ITM Stock Holding History

Equitable Holdings’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	$265K	Buy	+5,649	New	+$264K	﹤0.01%	1599
2022 Q2	–	Sell	-4,654	Closed	-$220K	–	882
2022 Q1	$220K	Sell	4,654 -4,786	-51%	-$236K	﹤0.01%	816
2021 Q4	$484K	Buy	9,440 +4,740	+101%	+$243K	0.01%	572
2021 Q3	$241K	Hold	4,700	–	–	﹤0.01%	744
2021 Q2	$244K	Buy	+4,700	New	+$243K	﹤0.01%	727

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

Equitable Holdings's ITM Position: Q2 2026 in Review

Equitable Holdings opened a new position in VanEck Intermediate Muni ETF (ITM) in Q2 2026: 5,649 shares worth $265K. The stake represents ﹤0.01% of the portfolio and ranks #1599 among its holdings. This is a return to the name: Equitable Holdings previously reported a position in ITM as recently as Q1 2022.

Equitable Holdings first reported a position in ITM in Q2 2021 and has held it in 5 quarters since. The position peaked at $484K in Q4 2021. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Equitable Holdings held 5,649 shares of VanEck Intermediate Muni ETF worth $265K as of Q2 2026.
VanEck Intermediate Muni ETF was a new Equitable Holdings position in Q2 2026.
VanEck Intermediate Muni ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1599 holding.
Equitable Holdings first reported a position in VanEck Intermediate Muni ETF in Q2 2021 and has held it in 5 quarters since.
Equitable Holdings's VanEck Intermediate Muni ETF position peaked at $484K in Q4 2021.
205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.