FFA
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Founders Financial Alliance’s VanEck Intermediate Muni ETF ITM Stock Holding History

Founders Financial Alliance’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 		$61.9K Buy
1,317
+10
+0.8% +$468 0.01% 539
2026
Q1 		$60.7K Buy
+1,307
New +$61.8K 0.01% 494
2025
Q4 		– Sell
-1,288
Closed -$60K – 669
2025
Q3 		$60K Buy
+1,288
New +$59K 0.01% 482
2025
Q2 		– Sell
-1,269
Closed -$57.8K – 589
2025
Q1 		$57.8K Buy
1,269
+6
+0.5% +$276 0.01% 431
2024
Q4 		$58.2K Buy
1,263
+11
+0.9% +$510 0.02% 371
2024
Q3 		$58.8K Hold
1,252
– – 0.02% 378
2024
Q2 		$57.4K Hold
1,252
– – 0.02% 365
2024
Q1 		$58.2K Hold
1,252
– – 0.02% 369
2023
Q4 		$58.9K Hold
1,252
– – 0.02% 326
2023
Q3 		$55.2K Hold
1,252
– – 0.02% 312
2023
Q2 		$57.7K Hold
1,252
– – 0.02% 333
2023
Q1 		$58.1K Hold
1,252
– – 0.03% 292
2022
Q4 		$57.1K Hold
1,252
– – 0.03% 309
2022
Q3 		$55K Hold
1,252
– – 0.03% 306
2022
Q2 		$57K Hold
1,252
– – 0.03% 320
2022
Q1 		$59K Hold
1,252
– – 0.03% 309
2021
Q4 		$64K Hold
1,252
– – 0.03% 339
2021
Q3 		$64K Hold
1,252
– – 0.03% 310
2021
Q2 		$65K Hold
1,252
– – 0.03% 327
2021
Q1 		$65K Hold
1,252
– – 0.03% 311
2020
Q4 		$65K Hold
1,252
– – 0.04% 275
2020
Q3 		$64K Buy
+1,252
New +$64.5K 0.04% 332

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

Founders Financial Alliance's ITM Position: Q2 2026 in Review

Founders Financial Alliance increased its VanEck Intermediate Muni ETF (ITM) stake by 0.77% in Q2 2026, buying an estimated $468 and bringing the position to 1,317 shares worth $61.9K. The position accounts for 0.01% of the portfolio, ranked #539.

Founders Financial Alliance first reported a position in ITM in Q3 2020 and has held it in 22 quarters since. The position peaked at $65K in Q2 2021. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • Founders Financial Alliance held 1,317 shares of VanEck Intermediate Muni ETF worth $61.9K as of Q2 2026.
  • Founders Financial Alliance bought 10 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $468.
  • VanEck Intermediate Muni ETF made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #539 holding.
  • Founders Financial Alliance first reported a position in VanEck Intermediate Muni ETF in Q3 2020 and has held it in 22 quarters since.
  • Founders Financial Alliance's VanEck Intermediate Muni ETF position peaked at $65K in Q2 2021.
  • 204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.