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 Q2	$489K	Buy	10,417 +475	+5%	+$22.2K	0.01%	1103
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 $1.55T 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

Summit Financial's ITM Position: Q2 2026 in Review

Summit Financial increased its VanEck Intermediate Muni ETF (ITM) stake by 4.8% in Q2 2026, buying an estimated $22.2K and bringing the position to 10,417 shares worth $489K. The position accounts for 0.01% of the portfolio, ranked #1103.

Summit Financial first reported a position in ITM in Q2 2024 and has held it in 9 quarters since. The position peaked at $498K in Q3 2025. 205 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Summit Financial held 10,417 shares of VanEck Intermediate Muni ETF worth $489K as of Q2 2026.
Summit Financial bought 475 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $22.2K.
VanEck Intermediate Muni ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1103 holding.
Summit Financial first reported a position in VanEck Intermediate Muni ETF in Q2 2024 and has held it in 9 quarters since.
Summit Financial's VanEck Intermediate Muni ETF position peaked at $498K in Q3 2025.
205 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.