United Capital Financial Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

United Capital Financial Advisors’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	$352K	Hold	7,496	–	–	﹤0.01%	1297
2026 Q1	$348K	Hold	7,496	–	–	﹤0.01%	1259
2025 Q4	$352K	Buy	+7,496	New	+$352K	﹤0.01%	1107
2020 Q4	–	Sell	-4,500	Closed	-$231K	–	1213
2020 Q3	$231K	Hold	4,500	–	–	﹤0.01%	1034
2020 Q2	$229K	Hold	4,500	–	–	﹤0.01%	1062
2020 Q1	$221K	Sell	4,500 -1,951	-30%	-$97.7K	﹤0.01%	1042
2019 Q4	$324K	Hold	6,451	–	–	﹤0.01%	1113
2019 Q3	$325K	Hold	6,451	–	–	﹤0.01%	1058
2019 Q2	$321K	Hold	6,451	–	–	﹤0.01%	1176
2019 Q1	$315K	Buy	+6,451	New	+$309K	﹤0.01%	1111
2016 Q3	–	Sell	-9,936	Closed	-$497K	–	1289
2016 Q2	$497K	Sell	9,936 -905	-8%	-$44.3K	0.01%	918
2016 Q1	$525K	Buy	10,841 +1,327	+14%	+$64.3K	0.01%	861
2015 Q4	$456K	Sell	9,514 -1,926	-17%	-$91.3K	0.01%	910
2015 Q3	$541K	Sell	11,440 -2,277	-17%	-$106K	0.01%	872
2015 Q2	$636K	Sell	13,717 -7,333	-35%	-$343K	0.01%	838
2015 Q1	$993K	Sell	21,050 -7,431	-26%	-$354K	0.01%	722
2014 Q4	$1.35M	Sell	28,481 -1,675	-6%	-$79K	0.02%	571
2014 Q3	$1.42M	Buy	30,156 +1,159	+4%	+$54.1K	0.02%	516
2014 Q2	$1.35M	Sell	28,997 -672	-2%	-$31.1K	0.03%	495
2014 Q1	$1.35M	Sell	29,669 -2,498	-8%	-$113K	0.03%	423
2013 Q4	$1.42M	Sell	32,167 -2,282	-7%	-$102K	0.05%	289
2013 Q3	$1.54M	Sell	34,449 -342	-1%	-$15K	0.05%	290
2013 Q2	$1.53M	Buy	+34,791	New	+$1.62M	0.04%	343

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

United Capital Financial Advisors's ITM Position: Q2 2026 in Review

United Capital Financial Advisors held its VanEck Intermediate Muni ETF (ITM) position steady in Q2 2026 at 7,496 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

United Capital Financial Advisors first reported a position in ITM in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.54M in Q3 2013. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

United Capital Financial Advisors held 7,496 shares of VanEck Intermediate Muni ETF worth $352K as of Q2 2026.
United Capital Financial Advisors left its VanEck Intermediate Muni ETF share count unchanged in Q2 2026.
VanEck Intermediate Muni ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1297 holding.
United Capital Financial Advisors first reported a position in VanEck Intermediate Muni ETF in Q2 2013 and has held it in 23 quarters since.
United Capital Financial Advisors's VanEck Intermediate Muni ETF position peaked at $1.54M in Q3 2013.
204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.