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

Stratos 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 		$324K Buy
6,897
+44
+0.6% +$2.06K ﹤0.01% 1363
2026
Q1 		$318K Buy
6,853
+27
+0.4% +$1.28K ﹤0.01% 1290
2025
Q4 		$322K Buy
6,826
+55
+0.8% +$2.58K ﹤0.01% 1250
2025
Q3 		$316K Buy
6,771
+30
+0.4% +$1.37K ﹤0.01% 1227
2025
Q2 		$307K Buy
6,741
+2
+0% +$90 ﹤0.01% 1128
2025
Q1 		$307K Buy
6,739
+2
+0% +$92 ﹤0.01% 1085
2024
Q4 		$311K Sell
6,737
-324
-5% -$15K ﹤0.01% 1134
2024
Q3 		$332K Buy
+7,061
New +$328K ﹤0.01% 1103
2019
Q3 		– Sell
-24,094
Closed -$1.2M – 983
2019
Q2 		$1.2M Sell
24,094
-1,451
-6% -$71.4K 0.05% 315
2019
Q1 		$1.25M Sell
25,545
-1,079
-4% -$51.8K 0.06% 310
2018
Q4 		$1.26M Buy
+26,624
New +$1.24M 0.07% 284
2018
Q3 		– Sell
-31,163
Closed -$1.47M – 3011
2018
Q2 		$1.47M Sell
31,163
-2,695
-8% -$126K 0.07% 282
2018
Q1 		$1.59M Buy
33,858
+69
+0.2% +$3.26K 0.07% 271
2017
Q4 		$1.63M Sell
33,789
-406
-1% -$19.5K 0.07% 257
2017
Q3 		$1.65M Sell
34,195
-2,442
-7% -$118K 0.08% 249
2017
Q2 		$1.75M Buy
36,637
+3,043
+9% +$145K 0.09% 209
2017
Q1 		$1.57M Buy
33,594
+16,635
+98% +$777K 0.09% 208
2016
Q4 		$787K Sell
16,959
-34,924
-67% -$1.65M 0.05% 302
2016
Q3 		$2.55M Buy
51,883
+16,243
+46% +$803K 0.17% 119
2016
Q2 		$1.77M Buy
+35,640
New +$1.75M 0.13% 155
2016
Q1 		– Sell
-35,659
Closed -$1.71M – 621
2015
Q4 		$1.71M Buy
35,659
+1,211
+4% +$57.4K 0.14% 122
2015
Q3 		$1.63M Buy
34,448
+373
+1% +$17.4K 0.2% 97
2015
Q2 		$1.58M Buy
34,075
+12,488
+58% +$584K 0.2% 105
2015
Q1 		$1.03M Buy
+21,587
New +$1.03M 0.12% 168
2014
Q4 		– Sell
-20,183
Closed -$947K – 521
2014
Q3 		$947K Buy
+20,183
New +$942K 0.22% 105

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

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

Stratos Wealth Partners increased its VanEck Intermediate Muni ETF (ITM) stake by 0.64% in Q2 2026, buying an estimated $2.06K and bringing the position to 6,897 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Stratos Wealth Partners first reported a position in ITM in Q3 2014 and has held it in 25 quarters since. The position peaked at $2.55M in Q3 2016. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • Stratos Wealth Partners held 6,897 shares of VanEck Intermediate Muni ETF worth $324K as of Q2 2026.
  • Stratos Wealth Partners bought 44 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $2.06K.
  • VanEck Intermediate Muni ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1363 holding.
  • Stratos Wealth Partners first reported a position in VanEck Intermediate Muni ETF in Q3 2014 and has held it in 25 quarters since.
  • Stratos Wealth Partners's VanEck Intermediate Muni ETF position peaked at $2.55M in Q3 2016.
  • 205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.