Wealthspire Advisors (New York)’s VanEck Intermediate Muni ETF ITM Stock Holding History

Wealthspire Advisors (New York)’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	$726K	Sell	15,457 -4,700	-23%	-$220K	﹤0.01%	659
2026 Q1	$936K	Buy	20,157 +4,700	+30%	+$222K	0.01%	417
2025 Q4	$729K	Buy	15,457 +929	+6%	+$43.7K	0.01%	505
2025 Q3	$677K	Buy	14,528 +527	+4%	+$24.1K	﹤0.01%	468
2025 Q2	$637K	Hold	14,001	–	–	﹤0.01%	480
2025 Q1	$637K	Hold	14,001	–	–	﹤0.01%	466
2024 Q4	$645K	Sell	14,001 -14,001	-50%	-$649K	0.01%	449
2024 Q3	$1.31M	Buy	+28,002	New	+$1.3M	0.01%	323

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

Wealthspire Advisors (New York)'s ITM Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its VanEck Intermediate Muni ETF (ITM) stake by 23% in Q2 2026, selling an estimated $220K and leaving 15,457 shares worth $726K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Wealthspire Advisors (New York) first reported a position in ITM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.31M in Q3 2024. 204 funds tracked by Wall St. Rank hold ITM as of Q2 2026.

Wealthspire Advisors (New York) held 15,457 shares of VanEck Intermediate Muni ETF worth $726K as of Q2 2026.
Wealthspire Advisors (New York) sold 4,700 VanEck Intermediate Muni ETF shares in Q2 2026, an estimated $220K.
VanEck Intermediate Muni ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #659 holding.
Wealthspire Advisors (New York) first reported a position in VanEck Intermediate Muni ETF in Q3 2024 and has held it in 8 quarters since.
Wealthspire Advisors (New York)'s VanEck Intermediate Muni ETF position peaked at $1.31M in Q3 2024.
204 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.