WA
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Waverly Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Waverly 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
Q1 		$1.89M Sell
40,688
-5,078
-11% -$240K 0.01% 658
2025
Q4 		$2.16M Buy
45,766
+1,400
+3% +$65.8K 0.02% 578
2025
Q3 		$2.07M Sell
44,366
-308
-0.7% -$14.1K 0.02% 509
2025
Q2 		$2.03M Buy
44,674
+15,481
+53% +$698K 0.02% 488
2025
Q1 		$1.33M Sell
29,193
-400
-1% -$18.4K 0.02% 554
2024
Q4 		$1.36M Sell
29,593
-850
-3% -$39.4K 0.02% 461
2024
Q3 		$1.43M Buy
30,443
+18,651
+158% +$866K 0.03% 386
2024
Q2 		$541K Buy
11,792
+902
+8% +$41.4K 0.01% 569
2024
Q1 		$506K Buy
+10,890
New +$507K 0.01% 475

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
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
CI
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Waverly Advisors's ITM Position: Q1 2026 in Review

Waverly Advisors reduced its VanEck Intermediate Muni ETF (ITM) stake by 11% in Q1 2026, selling an estimated $240K and leaving 40,688 shares worth $1.89M. The position accounts for 0.01% of the portfolio, ranked #658.

Waverly Advisors first reported a position in ITM in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.16M in Q4 2025. 188 funds tracked by Wall St. Rank hold ITM as of Q1 2026.

  • Waverly Advisors held 40,688 shares of VanEck Intermediate Muni ETF worth $1.89M as of Q1 2026.
  • Waverly Advisors sold 5,078 VanEck Intermediate Muni ETF shares in Q1 2026, an estimated $240K.
  • VanEck Intermediate Muni ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #658 holding.
  • Waverly Advisors first reported a position in VanEck Intermediate Muni ETF in Q1 2024 and has held it in 9 quarters since.
  • Waverly Advisors's VanEck Intermediate Muni ETF position peaked at $2.16M in Q4 2025.
  • 188 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.