Integrated Wealth Concepts’s VanEck Intermediate Muni ETF ITM Stock Holding History

Integrated Wealth Concepts’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	$241K	Hold	5,122	–	–	﹤0.01%	2122
2026 Q1	$238K	Buy	+5,122	New	+$242K	﹤0.01%	1994
2025 Q4	–	Sell	-4,986	Closed	-$232K	–	1846
2025 Q3	$232K	Sell	4,986 -14,107	-74%	-$646K	﹤0.01%	1769
2025 Q2	$868K	Buy	19,093 +1,890	+11%	+$85.3K	0.01%	1003
2025 Q1	$783K	Buy	+17,203	New	+$792K	0.01%	938

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

Integrated Wealth Concepts's ITM Position: Q2 2026 in Review

Integrated Wealth Concepts held its VanEck Intermediate Muni ETF (ITM) position steady in Q2 2026 at 5,122 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #2122.

Integrated Wealth Concepts first reported a position in ITM in Q1 2025 and has held it in 5 quarters since. The position peaked at $868K in Q2 2025. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Integrated Wealth Concepts held 5,122 shares of VanEck Intermediate Muni ETF worth $241K as of Q2 2026.
Integrated Wealth Concepts left its VanEck Intermediate Muni ETF share count unchanged in Q2 2026.
VanEck Intermediate Muni ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2122 holding.
Integrated Wealth Concepts first reported a position in VanEck Intermediate Muni ETF in Q1 2025 and has held it in 5 quarters since.
Integrated Wealth Concepts's VanEck Intermediate Muni ETF position peaked at $868K in Q2 2025.
205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.