Action Point Financial Planning’s VanEck Short Muni ETF SMB Stock Holding History

Action Point Financial Planning’s Portfolio SMB Stock Details SMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15K	Buy	+862	New	+$14.9K	﹤0.01%	1267

Other funds holding SMB

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Action Point Financial Planning's SMB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in VanEck Short Muni ETF (SMB) in Q2 2026: 862 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #1267 among its holdings.

103 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

Action Point Financial Planning held 862 shares of VanEck Short Muni ETF worth $15K as of Q2 2026.
VanEck Short Muni ETF was a new Action Point Financial Planning position in Q2 2026.
VanEck Short Muni ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1267 holding.
103 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.