Advisors Preferred’s VanEck Short Muni ETF SMB Stock Holding History

Advisors Preferred’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
2022 Q3	–	Sell	-54,150	Closed	-$926K	–	178
2022 Q2	$926K	Sell	54,150 -8,690	-14%	-$147K	0.24%	41
2022 Q1	$1.07M	Buy	62,840 +8,120	+15%	+$142K	0.09%	59
2021 Q4	$978K	Buy	54,720 +9,290	+20%	+$167K	0.09%	83
2021 Q3	$816K	Sell	45,430 -4,490	-9%	-$81.1K	0.11%	64
2021 Q2	$900K	Buy	49,920 +10,940	+28%	+$198K	0.09%	71
2021 Q1	$704K	Sell	38,980 -21,120	-35%	-$382K	0.1%	63
2020 Q4	$1.09M	Sell	60,100 -3,760	-6%	-$67.9K	0.2%	67
2020 Q3	$1.15M	Buy	63,860 +14,150	+28%	+$255K	0.23%	34
2020 Q2	$894K	Buy	49,710 +12,650	+34%	+$225K	0.25%	32
2020 Q1	$644K	Buy	+37,060	New	+$655K	0.4%	51
2019 Q4	–	Sell	-37,110	Closed	-$657K	–	320
2019 Q3	$657K	Buy	37,110 +8,990	+32%	+$160K	0.16%	53
2019 Q2	$497K	Buy	28,120 +40	+0.1%	+$703	0.17%	59
2019 Q1	$493K	Buy	+28,080	New	+$490K	0.16%	58
2018 Q4	–	Sell	-11,880	Closed	-$204K	–	208
2018 Q3	$204K	Sell	11,880 -8,180	-41%	-$141K	0.09%	86
2018 Q2	$346K	Sell	20,060 -1,200	-6%	-$20.6K	0.15%	62
2018 Q1	$366K	Sell	21,260 -101,090	-83%	-$1.74M	0.17%	59
2017 Q4	$2.11M	Buy	122,350 +2,340	+2%	+$40.8K	0.9%	22
2017 Q3	$2.1M	Buy	120,010 +16,730	+16%	+$294K	1.22%	20
2017 Q2	$1.8M	Buy	103,280 +900	+0.9%	+$15.8K	0.99%	25
2017 Q1	$1.79K	Buy	102,380 +36,370	+55%	+$633K	0.94%	24
2016 Q4	$1.14M	Sell	66,010 -71,730	-52%	-$1.25M	0.59%	33
2016 Q3	$2.43M	Buy	137,740 +50,430	+58%	+$894K	1.14%	24
2016 Q2	$1.55M	Buy	87,310 +4,320	+5%	+$76.3K	0.9%	36
2016 Q1	$1.46M	Buy	82,990 +9,910	+14%	+$174K	0.73%	26
2015 Q4	$1.28M	Sell	73,080 -12,400	-15%	-$217K	0.7%	35
2015 Q3	$1.5M	Sell	85,480 -8,900	-9%	-$155K	1.63%	25
2015 Q2	$1.64M	Sell	94,380 -5,140	-5%	-$89.6K	0.92%	38
2015 Q1	$1.75M	Buy	99,520 +4,320	+5%	+$76.1K	0.92%	39
2014 Q4	$1.67M	Buy	+95,200	New	+$1.68M	0.78%	54
2014 Q1	–	Sell	-33,300	Closed	-$584K	–	416
2013 Q4	$584K	Buy	+33,300	New	+$583K	0.32%	71

Other funds holding SMB

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Advisors Preferred's SMB Position: Q3 2022 in Review

Advisors Preferred sold out of VanEck Short Muni ETF (SMB) in Q3 2022, closing a stake of 54,150 shares — an estimated $926K sold.

Advisors Preferred first reported a position in SMB in Q4 2013 and held it in 30 quarters. The position peaked at $2.43M in Q3 2016. 109 funds tracked by Wall St. Rank hold SMB as of Q3 2022.

Advisors Preferred reported no remaining VanEck Short Muni ETF position as of Q3 2022 after selling out during the quarter.
Advisors Preferred sold 54,150 VanEck Short Muni ETF shares in Q3 2022, an estimated $926K.
Advisors Preferred first reported a position in VanEck Short Muni ETF in Q4 2013 and held it in 30 quarters.
Advisors Preferred's VanEck Short Muni ETF position peaked at $2.43M in Q3 2016.
109 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2022.

Based on Advisors Preferred's 13F filing for Q3 2022, filed 7 Nov 2022.