SWP
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Strategic Wealth Partners’s VanEck Intermediate Muni ETF ITM Stock Holding History

Strategic Wealth 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
Q1 		$6.78K Sell
146
-5
-3% -$236 ﹤0.01% 979
2025
Q4 		$7.12K Sell
151
-1,766
-92% -$83K ﹤0.01% 972
2025
Q3 		$89.3K Buy
1,917
+1,662
+652% +$76.1K 0.01% 452
2025
Q2 		$11.6K Buy
+255
New +$11.5K ﹤0.01% 758
2019
Q4 		– Sell
-962
Closed -$48 – 309
2019
Q3 		$48 Hold
962
– – ﹤0.01% 301
2019
Q2 		$47K Sell
962
-550
-36% -$27.1K 0.02% 236
2019
Q1 		$74K Hold
1,512
– – 0.03% 204
2018
Q4 		$76K Buy
+1,512
New +$70.4K 0.04% 197
2018
Q3 		– Sell
-3,064
Closed -$144K – 668
2018
Q2 		$144K Sell
3,064
-1,059
-26% -$49.7K 0.08% 163
2018
Q1 		$194K Hold
4,123
– – 0.1% 156
2017
Q4 		$200K Buy
+4,123
New +$198K 0.11% 148

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 $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
WJA
Willis Johnson & Associates Houston, Texas $1.71B AUM 16.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return