LWL
ITM icon

Leo Wealth LLC’s VanEck Intermediate Muni ETF ITM Stock Holding History

Leo Wealth LLC’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 		$512K Hold
11,038
– – 0.04% 262
2025
Q4 		$521K Buy
+11,038
New +$519K 0.04% 250

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 22.9% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CI
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Leo Wealth LLC's ITM Position: Q1 2026 in Review

Leo Wealth LLC held its VanEck Intermediate Muni ETF (ITM) position steady in Q1 2026 at 11,038 shares worth $512K. The position accounts for 0.04% of the portfolio, ranked #262.

Leo Wealth LLC first reported a position in ITM in Q4 2025 and has held it in 2 quarters since. The position peaked at $521K in Q4 2025. 188 funds tracked by Wall St. Rank hold ITM as of Q1 2026.

  • Leo Wealth LLC held 11,038 shares of VanEck Intermediate Muni ETF worth $512K as of Q1 2026.
  • Leo Wealth LLC left its VanEck Intermediate Muni ETF share count unchanged in Q1 2026.
  • VanEck Intermediate Muni ETF made up 0.04% of Leo Wealth LLC's portfolio in Q1 2026, its #262 holding.
  • Leo Wealth LLC first reported a position in VanEck Intermediate Muni ETF in Q4 2025 and has held it in 2 quarters since.
  • Leo Wealth LLC's VanEck Intermediate Muni ETF position peaked at $521K in Q4 2025.
  • 188 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.