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Roan Capital Partners’s VanEck Intermediate Muni ETF ITM Stock Holding History

Roan Capital Partners’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 		$372K Hold
7,922
– – 0.31% 54
2026
Q1 		$368K Buy
+7,922
New +$375K 0.34% 50

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 22.96% 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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Roan Capital Partners's ITM Position: Q2 2026 in Review

Roan Capital Partners held its VanEck Intermediate Muni ETF (ITM) position steady in Q2 2026 at 7,922 shares worth $372K. The position accounts for 0.31% of the portfolio, ranked #54.

Roan Capital Partners first reported a position in ITM in Q1 2026 and has held it in 2 quarters since. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • Roan Capital Partners held 7,922 shares of VanEck Intermediate Muni ETF worth $372K as of Q2 2026.
  • Roan Capital Partners left its VanEck Intermediate Muni ETF share count unchanged in Q2 2026.
  • VanEck Intermediate Muni ETF made up 0.31% of Roan Capital Partners's portfolio in Q2 2026, its #54 holding.
  • Roan Capital Partners first reported a position in VanEck Intermediate Muni ETF in Q1 2026 and has held it in 2 quarters since.
  • 205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Roan Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.