EverSource Wealth Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

EverSource Wealth 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 Q2	–	Sell	-14	Closed	-$653	–	4479
2026 Q1	$653	Buy	+14	New	+$662	﹤0.01%	3992

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

EverSource Wealth Advisors's ITM Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2026, closing a stake of 14 shares — an estimated $653 sold.

EverSource Wealth Advisors first reported a position in ITM in Q1 2026 and held it in 1 quarter. The position peaked at $653 in Q1 2026. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

EverSource Wealth Advisors reported no remaining VanEck Intermediate Muni ETF position as of Q2 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 14 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $653.
EverSource Wealth Advisors first reported a position in VanEck Intermediate Muni ETF in Q1 2026 and held it in 1 quarter.
EverSource Wealth Advisors's VanEck Intermediate Muni ETF position peaked at $653 in Q1 2026.
204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.