MFG
ITM icon

Merit Financial Group’s VanEck Intermediate Muni ETF ITM Stock Holding History

Merit Financial Group’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 		$476K Sell
10,131
-188
-2% -$8.79K ﹤0.01% 1528
2026
Q1 		$479K Buy
10,319
+311
+3% +$14.7K ﹤0.01% 1397
2025
Q4 		$472K Buy
10,008
+96
+1% +$4.51K ﹤0.01% 1342
2025
Q3 		$462K Buy
9,912
+75
+0.8% +$3.43K ﹤0.01% 1227
2025
Q2 		$447K Sell
9,837
-1,926
-16% -$86.9K 0.01% 1150
2025
Q1 		$535K Buy
11,763
+2,044
+21% +$94.1K 0.01% 903
2024
Q4 		$448K Buy
9,719
+87
+0.9% +$4.03K 0.01% 766
2024
Q3 		$452K Buy
9,632
+21
+0.2% +$975 0.01% 573
2024
Q2 		$441K Hold
9,611
– – 0.01% 611
2024
Q1 		$442K Hold
9,611
– – 0.01% 593
2023
Q4 		$452K Sell
9,611
-585
-6% -$26.3K 0.01% 521
2023
Q3 		$450K Buy
+10,196
New +$464K 0.01% 482

Other funds holding ITM

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Merit Financial Group's ITM Position: Q2 2026 in Review

Merit Financial Group reduced its VanEck Intermediate Muni ETF (ITM) stake by 1.8% in Q2 2026, selling an estimated $8.79K and leaving 10,131 shares worth $476K. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

Merit Financial Group first reported a position in ITM in Q3 2023 and has held it in 12 quarters since. The position peaked at $535K in Q1 2025. 38 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • Merit Financial Group held 10,131 shares of VanEck Intermediate Muni ETF worth $476K as of Q2 2026.
  • Merit Financial Group sold 188 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $8.79K.
  • VanEck Intermediate Muni ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1528 holding.
  • Merit Financial Group first reported a position in VanEck Intermediate Muni ETF in Q3 2023 and has held it in 12 quarters since.
  • Merit Financial Group's VanEck Intermediate Muni ETF position peaked at $535K in Q1 2025.
  • 38 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.