Summit Financial’s VanEck Intermediate Muni ETF ITM Stock Holding History

Summit Financial’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	$462K	Buy	9,942 +47	+0.5%	+$2.22K	0.01%	1028
2025 Q4	$467K	Sell	9,895 -791	-7%	-$37.2K	0.01%	910
2025 Q3	$498K	Buy	10,686 +2,140	+25%	+$98K	0.01%	883
2025 Q2	$389K	Buy	8,546 +2,281	+36%	+$103K	0.01%	624
2025 Q1	$285K	Buy	6,265 +61	+1%	+$2.81K	0.01%	621
2024 Q4	$286K	Buy	6,204 +1,120	+22%	+$51.9K	0.01%	551
2024 Q3	$239K	Sell	5,084 -1,937	-28%	-$90K	0.01%	495
2024 Q2	$322K	Buy	+7,021	New	+$322K	0.01%	406

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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 $1.72B AUM 16.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Summit Financial's ITM Position: Q1 2026 in Review

Summit Financial increased its VanEck Intermediate Muni ETF (ITM) stake by 0.47% in Q1 2026, buying an estimated $2.22K and bringing the position to 9,942 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #1028.

Summit Financial first reported a position in ITM in Q2 2024 and has held it in 8 quarters since. The position peaked at $498K in Q3 2025. 188 funds tracked by Wall St. Rank hold ITM as of Q1 2026.

Summit Financial held 9,942 shares of VanEck Intermediate Muni ETF worth $462K as of Q1 2026.
Summit Financial bought 47 VanEck Intermediate Muni ETF shares in Q1 2026, an estimated $2.22K.
VanEck Intermediate Muni ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #1028 holding.
Summit Financial first reported a position in VanEck Intermediate Muni ETF in Q2 2024 and has held it in 8 quarters since.
Summit Financial's VanEck Intermediate Muni ETF position peaked at $498K in Q3 2025.
188 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.