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

FOCUS 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 		$8.66M Buy
184,357
+1,834
+1% +$85.8K 4.02% 6
2026
Q1 		$8.47M Sell
182,523
-4,169
-2% -$197K 4.14% 6
2025
Q4 		$8.8M Buy
186,692
+8,460
+5% +$398K 4.1% 6
2025
Q3 		$8.31M Buy
178,232
+22,220
+14% +$1.02M 3.99% 6
2025
Q2 		$7.09M Buy
156,012
+3,790
+2% +$171K 3.69% 6
2025
Q1 		$6.93M Sell
152,222
-1,285
-0.8% -$59.1K 3.83% 6
2024
Q4 		$7.08M Sell
153,507
-6,238
-4% -$289K 3.75% 6
2024
Q3 		$7.5M Hold
159,745
– – 3.74% 6
2024
Q2 		$7.32M Buy
159,745
+13,170
+9% +$604K 3.76% 6
2024
Q1 		$6.82M Buy
146,575
+65,840
+82% +$3.07M 3.65% 6
2023
Q4 		$3.8M Sell
80,735
-21,446
-21% -$966K 2.4% 11
2023
Q3 		$4.51M Hold
102,181
– – 3.13% 6
2023
Q2 		$4.71M Sell
102,181
-435
-0.4% -$20.1K 3.18% 7
2023
Q1 		$4.77M Sell
102,616
-785
-0.8% -$36.2K 3.13% 5
2022
Q4 		$4.72M Hold
103,401
– – 3.26% 7
2022
Q3 		$4.5M Sell
103,401
-560
-0.5% -$25.6K 3.19% 8
2022
Q2 		$4.75M Buy
103,961
+2,566
+3% +$117K 3.25% 7
2022
Q1 		$4.8M Buy
101,395
+3,867
+4% +$191K 2.86% 10
2021
Q4 		$5M Buy
97,528
+20,800
+27% +$1.06M 2.99% 6
2021
Q3 		$3.93M Buy
76,728
+1,710
+2% +$88.7K 2.66% 6
2021
Q2 		$3.89M Sell
75,018
-6,199
-8% -$320K 2.71% 6
2021
Q1 		$4.16M Hold
81,217
– – 3.06% 6
2020
Q4 		$4.23M Buy
+81,217
New +$4.18M 3.26% 6

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

FOCUS Wealth Advisors increased its VanEck Intermediate Muni ETF (ITM) stake by 1% in Q2 2026, buying an estimated $85.8K and bringing the position to 184,357 shares worth $8.66M. The position accounts for 4.02% of the portfolio, ranked #6.

FOCUS Wealth Advisors first reported a position in ITM in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.8M in Q4 2025. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • FOCUS Wealth Advisors held 184,357 shares of VanEck Intermediate Muni ETF worth $8.66M as of Q2 2026.
  • FOCUS Wealth Advisors bought 1,834 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $85.8K.
  • VanEck Intermediate Muni ETF made up 4.02% of FOCUS Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • FOCUS Wealth Advisors first reported a position in VanEck Intermediate Muni ETF in Q4 2020 and has held it in 23 quarters since.
  • FOCUS Wealth Advisors's VanEck Intermediate Muni ETF position peaked at $8.8M in Q4 2025.
  • 204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.