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Optimum Investment Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Optimum Investment Advisors’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
2025
Q3 		$478K Hold
10,250
– – 0.19% 102
2025
Q2 		$466K Hold
10,250
– – 0.2% 97
2025
Q1 		$466K Hold
10,250
– – 0.22% 93
2024
Q4 		$473K Hold
10,250
– – 0.21% 99
2024
Q3 		$481K Hold
10,250
– – 0.21% 103
2024
Q2 		$470K Hold
10,250
– – 0.21% 104
2024
Q1 		$477K Hold
10,250
– – 0.22% 101
2023
Q4 		$482K Sell
10,250
-83,149
-89% -$3.74M 0.24% 97
2023
Q3 		$4.12M Hold
93,399
– – 2.11% 6
2023
Q2 		$4.3M Sell
93,399
-200
-0.2% -$9.22K 2.11% 5
2023
Q1 		$4.35M Hold
93,599
– – 2.28% 4
2022
Q4 		$4.27M Sell
93,599
-5,840
-6% -$261K 2.31% 5
2022
Q3 		$4.33M Sell
99,439
-400
-0.4% -$18.3K 2.33% 5
2022
Q2 		$4.56M Hold
99,839
– – 2.28% 5
2022
Q1 		$4.72M Sell
99,839
-5,000
-5% -$246K 1.99% 6
2021
Q4 		$5.38M Buy
104,839
+10,000
+11% +$512K 2.09% 5
2021
Q3 		$4.86M Hold
94,839
– – 2.05% 4
2021
Q2 		$4.92M Buy
94,839
+11,807
+14% +$610K 1.53% 9
2021
Q1 		$4.25M Buy
83,032
+2,221
+3% +$115K 1.25% 14
2020
Q4 		$4.21M Hold
80,811
– – 1.28% 12
2020
Q3 		$4.14M Sell
80,811
-30,000
-27% -$1.54M 1.39% 11
2020
Q2 		$5.64M Hold
110,811
– – 1.97% 6
2020
Q1 		$5.44M Sell
110,811
-10,000
-8% -$501K 2.23% 4
2019
Q4 		$6.07M Buy
120,811
+5,000
+4% +$251K 1.8% 5
2019
Q3 		$5.83M Buy
115,811
+42,500
+58% +$2.14M 1.84% 4
2019
Q2 		$3.65M Buy
73,311
+3,500
+5% +$172K 1.18% 14
2019
Q1 		$3.41M Hold
69,811
– – 1.12% 16
2018
Q4 		$3.31M Buy
69,811
+34,999
+101% +$1.63M 1.14% 16
2018
Q3 		$1.62M Buy
34,812
+7,750
+29% +$365K 0.45% 45
2018
Q2 		$1.27M Buy
27,062
+10,000
+59% +$469K 0.37% 68
2018
Q1 		$803K Hold
17,062
– – 0.24% 111
2017
Q4 		$821K Buy
17,062
+7,750
+83% +$373K 0.26% 110
2017
Q3 		$448K Hold
9,312
– – 0.15% 181
2017
Q2 		$445K Hold
9,312
– – 0.15% 179
2017
Q1 		$437K Hold
9,312
– – 0.15% 181
2016
Q4 		$432K Sell
9,312
-3,500
-27% -$166K 0.16% 168
2016
Q3 		$630K Hold
12,812
– – 0.24% 124
2016
Q2 		$636K Buy
+12,812
New +$627K 0.25% 122
2016
Q1 		– Sell
-8,312
Closed -$398K – 275
2015
Q4 		$398K Buy
8,312
+1,689
+26% +$80.1K 0.15% 183
2015
Q3 		$313K Buy
+6,623
New +$309K 0.13% 199
2015
Q1 		$315K Hold
6,623
– – 0.1% 212
2014
Q4 		$314K Buy
6,623
+4,500
+212% +$212K 0.1% 199
2014
Q3 		$100K Hold
2,123
– – 0.03% 351
2014
Q2 		$99K Hold
2,123
– – 0.03% 345
2014
Q1 		$97K Hold
2,123
– – 0.04% 304
2013
Q4 		$93K Hold
2,123
– – 0.04% 304
2013
Q3 		$95K Buy
+2,123
New +$92.9K 0.04% 284

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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Optimum Investment Advisors's ITM Position: Q3 2025 in Review

Optimum Investment Advisors held its VanEck Intermediate Muni ETF (ITM) position steady in Q3 2025 at 10,250 shares worth $478K. The position accounts for 0.19% of the portfolio, ranked #102.

Optimum Investment Advisors first reported a position in ITM in Q3 2013 and has held it in 47 quarters since. The position peaked at $6.07M in Q4 2019. 169 funds tracked by Wall St. Rank hold ITM as of Q3 2025.

  • Optimum Investment Advisors held 10,250 shares of VanEck Intermediate Muni ETF worth $478K as of Q3 2025.
  • Optimum Investment Advisors left its VanEck Intermediate Muni ETF share count unchanged in Q3 2025.
  • VanEck Intermediate Muni ETF made up 0.19% of Optimum Investment Advisors's portfolio in Q3 2025, its #102 holding.
  • Optimum Investment Advisors first reported a position in VanEck Intermediate Muni ETF in Q3 2013 and has held it in 47 quarters since.
  • Optimum Investment Advisors's VanEck Intermediate Muni ETF position peaked at $6.07M in Q4 2019.
  • 169 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.