Kingsview Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Kingsview Wealth Management’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	$214K	Sell	4,613 -156	-3%	-$7.38K	﹤0.01%	1224
2025 Q4	$225K	Buy	4,769 +188	+4%	+$8.84K	﹤0.01%	1126
2025 Q3	$213K	Buy	+4,581	New	+$210K	﹤0.01%	1114
2025 Q2	–	Sell	-9,036	Closed	-$411K	–	1203
2025 Q1	$411K	Sell	9,036 -44	-0.5%	-$2.02K	0.01%	792
2024 Q4	$419K	Buy	9,080 +667	+8%	+$30.9K	0.01%	800
2024 Q3	$395K	Buy	8,413 +335	+4%	+$15.6K	0.01%	788
2024 Q2	$370K	Buy	8,078 +1,004	+14%	+$46.1K	0.01%	774
2024 Q1	$329K	Sell	7,074 -47	-0.7%	-$2.19K	0.01%	789
2023 Q4	$335K	Buy	7,121 +2,291	+47%	+$103K	0.01%	731
2023 Q3	$213K	Buy	+4,830	New	+$220K	0.01%	864
2022 Q1	–	Sell	-4,461	Closed	-$229K	–	937
2021 Q4	$229K	Buy	+4,461	New	+$228K	0.01%	824

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCWA

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

WJA

Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kingsview Wealth Management's ITM Position: Q1 2026 in Review

Kingsview Wealth Management reduced its VanEck Intermediate Muni ETF (ITM) stake by 3.3% in Q1 2026, selling an estimated $7.38K and leaving 4,613 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Kingsview Wealth Management first reported a position in ITM in Q4 2021 and has held it in 11 quarters since. The position peaked at $419K in Q4 2024. 188 funds tracked by Wall St. Rank hold ITM as of Q1 2026.

Kingsview Wealth Management held 4,613 shares of VanEck Intermediate Muni ETF worth $214K as of Q1 2026.
Kingsview Wealth Management sold 156 VanEck Intermediate Muni ETF shares in Q1 2026, an estimated $7.38K.
VanEck Intermediate Muni ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1224 holding.
Kingsview Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q4 2021 and has held it in 11 quarters since.
Kingsview Wealth Management's VanEck Intermediate Muni ETF position peaked at $419K in Q4 2024.
188 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.