Running Point Capital Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Running Point Capital 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 Q4	$1.64M	Sell	34,687 -991	-3%	-$46.6K	0.45%	47
2025 Q3	$1.66M	Hold	35,678	–	–	0.45%	44
2025 Q2	$1.62M	Buy	35,678 +6,717	+23%	+$303K	0.45%	42
2025 Q1	$1.32M	Buy	28,961 +718	+3%	+$33K	0.42%	48
2024 Q4	$1.3M	Buy	28,243 +7,631	+37%	+$354K	0.45%	42
2024 Q3	$968K	Hold	20,612	–	–	0.37%	42
2024 Q2	$945K	Hold	20,612	–	–	0.39%	43
2024 Q1	$959K	Hold	20,612	–	–	0.43%	43
2023 Q4	$969K	Sell	20,612 -7,874	-28%	-$355K	0.47%	42
2023 Q3	$1.26M	Hold	28,486	–	–	0.73%	28
2023 Q2	$1.31M	Hold	28,486	–	–	0.74%	27
2023 Q1	$1.32M	Hold	28,486	–	–	0.8%	27
2022 Q4	$1.3M	Buy	28,486 +20,934	+277%	+$937K	0.8%	26
2022 Q3	$329K	Hold	7,552	–	–	0.22%	63
2022 Q2	$345K	Buy	+7,552	New	+$345K	0.22%	63

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

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

WJA

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

Running Point Capital Advisors's ITM Position: Q4 2025 in Review

Running Point Capital Advisors reduced its VanEck Intermediate Muni ETF (ITM) stake by 2.8% in Q4 2025, selling an estimated $46.6K and leaving 34,687 shares worth $1.64M. The position accounts for 0.45% of the portfolio, ranked #47.

Running Point Capital Advisors first reported a position in ITM in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.66M in Q3 2025. 180 funds tracked by Wall St. Rank hold ITM as of Q4 2025.

Running Point Capital Advisors held 34,687 shares of VanEck Intermediate Muni ETF worth $1.64M as of Q4 2025.
Running Point Capital Advisors sold 991 VanEck Intermediate Muni ETF shares in Q4 2025, an estimated $46.6K.
VanEck Intermediate Muni ETF made up 0.45% of Running Point Capital Advisors's portfolio in Q4 2025, its #47 holding.
Running Point Capital Advisors first reported a position in VanEck Intermediate Muni ETF in Q2 2022 and has held it in 15 quarters since.
Running Point Capital Advisors's VanEck Intermediate Muni ETF position peaked at $1.66M in Q3 2025.
180 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.