KAS
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
WJA
Willis Johnson & Associates Houston, Texas $1.71B AUM 16.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return