Wealth Enhancement Advisory Services
ITM icon

Wealth Enhancement Advisory Services’s VanEck Intermediate Muni ETF ITM Stock Holding History

Wealth Enhancement Advisory Services’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 		$19.6M Buy
418,825
+15,455
+4% +$723K 0.03% 446
2026
Q1 		$18.8M Sell
403,370
-189,755
-32% -$8.97M 0.04% 415
2025
Q4 		$28M Buy
593,125
+3,314
+0.6% +$156K 0.04% 388
2025
Q3 		$27.5M Sell
589,811
-53,598
-8% -$2.45M 0.04% 363
2025
Q2 		$29.2M Sell
643,409
-44,999
-7% -$2.03M 0.05% 320
2025
Q1 		$31.3M Sell
688,408
-62,132
-8% -$2.86M 0.06% 296
2024
Q4 		$34.6M Sell
750,540
-52,314
-7% -$2.42M 0.07% 267
2024
Q3 		$37.7M Buy
802,854
+3,817
+0.5% +$177K 0.08% 233
2024
Q2 		$36.6M Sell
799,037
-41,541
-5% -$1.91M 0.09% 219
2024
Q1 		$39.1M Sell
840,578
-112,525
-12% -$5.24M 0.1% 203
2023
Q4 		$44.8M Sell
953,103
-326,100
-25% -$14.7M 0.13% 161
2023
Q3 		$56.4M Buy
1,279,203
+672,901
+111% +$30.6M 0.19% 119
2023
Q2 		$27.9M Sell
606,302
-215,840
-26% -$9.95M 0.3% 44
2023
Q1 		$38.2M Buy
822,142
+145,012
+21% +$6.69M 0.45% 37
2022
Q4 		$31.6M Buy
677,130
+125,648
+23% +$5.62M 0.41% 43
2022
Q3 		$24.4M Sell
551,482
-58,201
-10% -$2.66M 0.35% 51
2022
Q2 		$28M Buy
609,683
+210,186
+53% +$9.6M 0.39% 47
2022
Q1 		$18.9M Buy
399,497
+355,131
+800% +$17.5M 0.25% 57
2021
Q4 		$2.2M Buy
44,366
+35,245
+386% +$1.8M 0.03% 167
2021
Q3 		$464K Buy
9,121
+293
+3% +$15.2K 0.01% 253
2021
Q2 		$461K Buy
8,828
+1,622
+23% +$83.8K 0.01% 239
2021
Q1 		$369K Buy
+7,206
New +$372K 0.01% 237

Other funds holding ITM

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
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealth Enhancement Advisory Services's ITM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its VanEck Intermediate Muni ETF (ITM) stake by 3.8% in Q2 2026, buying an estimated $723K and bringing the position to 418,825 shares worth $19.6M. The position accounts for 0.03% of the portfolio, ranked #446.

Wealth Enhancement Advisory Services first reported a position in ITM in Q1 2021 and has held it in 22 quarters since. The position peaked at $56.4M in Q3 2023. 28 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 418,825 shares of VanEck Intermediate Muni ETF worth $19.6M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 15,455 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $723K.
  • VanEck Intermediate Muni ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #446 holding.
  • Wealth Enhancement Advisory Services first reported a position in VanEck Intermediate Muni ETF in Q1 2021 and has held it in 22 quarters since.
  • Wealth Enhancement Advisory Services's VanEck Intermediate Muni ETF position peaked at $56.4M in Q3 2023.
  • 28 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.