Kestra Advisory Services’s VanEck Intermediate Muni ETF ITM Stock Holding History

Kestra Advisory Services’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 Q1	–	Sell	-3,913	Closed	-$185K	–	3758
2025 Q4	$185K	Buy	+3,913	New	+$184K	﹤0.01%	2957
2024 Q1	–	Sell	-13,877	Closed	-$653K	–	2498
2023 Q4	$653K	Buy	+13,877	New	+$625K	0.01%	1363
2021 Q1	–	Sell	-15,336	Closed	-$797K	–	1950
2020 Q4	$797K	Buy	+15,336	New	+$790K	0.01%	972

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 22.9% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

WJA

Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kestra Advisory Services's ITM Position: Q1 2026 in Review

Kestra Advisory Services sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2026, closing a stake of 3,913 shares — an estimated $185K sold.

Kestra Advisory Services first reported a position in ITM in Q4 2020 and held it in 3 quarters. The position peaked at $797K in Q4 2020. 188 funds tracked by Wall St. Rank hold ITM as of Q1 2026.

Kestra Advisory Services reported no remaining VanEck Intermediate Muni ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 3,913 VanEck Intermediate Muni ETF shares in Q1 2026, an estimated $185K.
Kestra Advisory Services first reported a position in VanEck Intermediate Muni ETF in Q4 2020 and held it in 3 quarters.
Kestra Advisory Services's VanEck Intermediate Muni ETF position peaked at $797K in Q4 2020.
188 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.