Simon Quick Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Simon Quick 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
2026 Q2	$4.43M	Hold	94,341	–	–	0.18%	89
2026 Q1	$4.38M	Sell	94,341 -1,031	-1%	-$48.8K	0.2%	83
2025 Q4	$4.5M	Sell	95,372 -1,613	-2%	-$75.8K	0.2%	78
2025 Q3	$4.52M	Sell	96,985 -12,883	-12%	-$590K	0.2%	73
2025 Q2	$5M	Buy	+109,868	New	+$4.96M	0.25%	60

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

Simon Quick Advisors's ITM Position: Q2 2026 in Review

Simon Quick Advisors held its VanEck Intermediate Muni ETF (ITM) position steady in Q2 2026 at 94,341 shares worth $4.43M. The position accounts for 0.18% of the portfolio, ranked #89.

Simon Quick Advisors first reported a position in ITM in Q2 2025 and has held it in 5 quarters since. The position peaked at $5M in Q2 2025. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Simon Quick Advisors held 94,341 shares of VanEck Intermediate Muni ETF worth $4.43M as of Q2 2026.
Simon Quick Advisors left its VanEck Intermediate Muni ETF share count unchanged in Q2 2026.
VanEck Intermediate Muni ETF made up 0.18% of Simon Quick Advisors's portfolio in Q2 2026, its #89 holding.
Simon Quick Advisors first reported a position in VanEck Intermediate Muni ETF in Q2 2025 and has held it in 5 quarters since.
Simon Quick Advisors's VanEck Intermediate Muni ETF position peaked at $5M in Q2 2025.
204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.