Wealthcare Advisory Partners’s VanEck Intermediate Muni ETF ITM Stock Holding History

Wealthcare Advisory Partners’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	$255K	Buy	5,434 +740	+16%	+$34.6K	﹤0.01%	939
2026 Q1	$218K	Buy	+4,694	New	+$222K	﹤0.01%	990
2021 Q2	–	Sell	-3,075	Closed	-$158K	–	1206
2021 Q1	$158K	Buy	+3,075	New	+$159K	0.01%	534
2020 Q2	–	Sell	-2,272	Closed	-$112K	–	860
2020 Q1	$112K	Sell	2,272 -10,209	-82%	-$511K	0.02%	355
2019 Q4	$627K	Hold	12,481	–	–	0.08%	146
2019 Q3	$628K	Hold	12,481	–	–	0.09%	126
2019 Q2	$621K	Sell	12,481 -2,108	-14%	-$104K	0.1%	124
2019 Q1	$712K	Hold	14,589	–	–	0.12%	108
2018 Q4	$693K	Sell	14,589 -2	-0%	-$93	0.13%	92
2018 Q3	$680K	Buy	14,591 +530	+4%	+$24.9K	0.12%	98
2018 Q2	$663K	Sell	14,061 -21	-0.1%	-$986	0.13%	96
2018 Q1	$663K	Sell	14,082 -37	-0.3%	-$1.75K	0.15%	86
2017 Q4	$680K	Buy	14,119 +4,933	+54%	+$237K	0.17%	74
2017 Q3	$442K	Buy	9,186 +4,407	+92%	+$213K	0.13%	88
2017 Q2	$229K	Buy	4,779 +816	+21%	+$38.9K	0.11%	29
2017 Q1	$186K	Sell	3,963 -2,490	-39%	-$116K	0.1%	28
2016 Q4	$299K	Hold	6,453	–	–	0.18%	23
2016 Q3	$317K	Hold	6,453	–	–	0.21%	23
2016 Q2	$321K	Buy	+6,453	New	+$316K	0.23%	23

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

Wealthcare Advisory Partners's ITM Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its VanEck Intermediate Muni ETF (ITM) stake by 16% in Q2 2026, buying an estimated $34.6K and bringing the position to 5,434 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Wealthcare Advisory Partners first reported a position in ITM in Q2 2016 and has held it in 19 quarters since. The position peaked at $712K in Q1 2019. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Wealthcare Advisory Partners held 5,434 shares of VanEck Intermediate Muni ETF worth $255K as of Q2 2026.
Wealthcare Advisory Partners bought 740 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $34.6K.
VanEck Intermediate Muni ETF made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #939 holding.
Wealthcare Advisory Partners first reported a position in VanEck Intermediate Muni ETF in Q2 2016 and has held it in 19 quarters since.
Wealthcare Advisory Partners's VanEck Intermediate Muni ETF position peaked at $712K in Q1 2019.
204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.