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 Q2	$5.83K	Sell	124 -22	-15%	-$1.03K	﹤0.01%	1027
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 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

Strategic Wealth Partners's ITM Position: Q2 2026 in Review

Strategic Wealth Partners reduced its VanEck Intermediate Muni ETF (ITM) stake by 15% in Q2 2026, selling an estimated $1.03K and leaving 124 shares worth $5.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

Strategic Wealth Partners first reported a position in ITM in Q4 2017 and has held it in 12 quarters since. The position peaked at $200K in Q4 2017. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Strategic Wealth Partners held 124 shares of VanEck Intermediate Muni ETF worth $5.83K as of Q2 2026.
Strategic Wealth Partners sold 22 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $1.03K.
VanEck Intermediate Muni ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1027 holding.
Strategic Wealth Partners first reported a position in VanEck Intermediate Muni ETF in Q4 2017 and has held it in 12 quarters since.
Strategic Wealth Partners's VanEck Intermediate Muni ETF position peaked at $200K in Q4 2017.
204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.