Raymond James Financial’s VanEck Intermediate Muni ETF ITM Stock Holding History

Raymond James Financial’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	$6.99M	Sell	148,723 -20,254	-12%	-$947K	﹤0.01%	2465
2026 Q1	$7.85M	Buy	168,977 +2,257	+1%	+$107K	﹤0.01%	2215
2025 Q4	$7.86M	Buy	166,720 +201	+0.1%	+$9.45K	﹤0.01%	2156
2025 Q3	$7.76M	Sell	166,519 -1,020	-0.6%	-$46.7K	﹤0.01%	2119
2025 Q2	$7.62M	Sell	167,539 -5,066	-3%	-$229K	﹤0.01%	2081
2025 Q1	$7.86M	Buy	172,605 +15,345	+10%	+$706K	﹤0.01%	2000
2024 Q4	$7.25M	Buy	+157,260	New	+$7.29M	﹤0.01%	2080

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCWA

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

WJA

Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial's ITM Position: Q2 2026 in Review

Raymond James Financial reduced its VanEck Intermediate Muni ETF (ITM) stake by 12% in Q2 2026, selling an estimated $947K and leaving 148,723 shares worth $6.99M. The position accounts for ﹤0.01% of the portfolio, ranked #2465.

Raymond James Financial first reported a position in ITM in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.86M in Q4 2025. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Raymond James Financial held 148,723 shares of VanEck Intermediate Muni ETF worth $6.99M as of Q2 2026.
Raymond James Financial sold 20,254 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $947K.
VanEck Intermediate Muni ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2465 holding.
Raymond James Financial first reported a position in VanEck Intermediate Muni ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's VanEck Intermediate Muni ETF position peaked at $7.86M in Q4 2025.
204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.