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Advisornet Financial’s VanEck Short Muni ETF SMB Stock Holding History

Advisornet Financial’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
2023
Q4 		– Sell
-4,185
Closed -$69.8K – 2490
2023
Q3 		$69.8K Hold
4,185
– – 0.01% 703
2023
Q2 		$70.5K Sell
4,185
-3,965
-49% -$66.8K 0.01% 732
2023
Q1 		$139K Sell
8,150
-55,021
-87% -$930K 0.01% 542
2022
Q4 		$1.07M Sell
63,171
-6,168
-9% -$103K 0.1% 193
2022
Q3 		$1.15M Sell
69,339
-14,245
-17% -$242K 0.12% 187
2022
Q2 		$1.43M Buy
83,584
+8,668
+12% +$147K 0.14% 168
2022
Q1 		$1.28M Buy
74,916
+15,563
+26% +$272K 0.08% 210
2021
Q4 		$1.06M Buy
59,353
+34,880
+143% +$625K 0.07% 249
2021
Q3 		$441K Buy
24,473
+7,876
+47% +$142K 0.03% 387
2021
Q2 		$300K Buy
16,597
+16,277
+5,087% +$294K 0.02% 480
2021
Q1 		$6K Buy
+320
New +$5.79K ﹤0.01% 1483

Other funds holding SMB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisornet Financial's SMB Position: Q4 2023 in Review

Advisornet Financial sold out of VanEck Short Muni ETF (SMB) in Q4 2023, closing a stake of 4,185 shares — an estimated $69.8K sold.

Advisornet Financial first reported a position in SMB in Q1 2021 and held it in 11 quarters. The position peaked at $1.43M in Q2 2022. 95 funds tracked by Wall St. Rank hold SMB as of Q4 2023.

  • Advisornet Financial reported no remaining VanEck Short Muni ETF position as of Q4 2023 after selling out during the quarter.
  • Advisornet Financial sold 4,185 VanEck Short Muni ETF shares in Q4 2023, an estimated $69.8K.
  • Advisornet Financial first reported a position in VanEck Short Muni ETF in Q1 2021 and held it in 11 quarters.
  • Advisornet Financial's VanEck Short Muni ETF position peaked at $1.43M in Q2 2022.
  • 95 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2023.

Based on Advisornet Financial's 13F filing for Q4 2023, filed 19 Jan 2024.