FWA
ITM icon

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

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $152M AUM 20.1% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return