Advisory Resource Group’s VanEck Short Muni ETF SMB Stock Holding History

Advisory Resource Group’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 Q2	–	Sell	-17,464	Closed	-$299K	–	150
2022 Q1	$299K	Sell	17,464 -352	-2%	-$6.16K	0.09%	108
2021 Q4	$312K	Sell	17,816 -25	-0.1%	-$448	0.1%	109
2021 Q3	$321K	Hold	17,841	–	–	0.12%	103
2021 Q2	$322K	Sell	17,841 -172	-1%	-$3.11K	0.13%	100
2021 Q1	$325K	Sell	18,013 -390	-2%	-$7.05K	0.15%	76
2020 Q4	$333K	Sell	18,403 -229	-1%	-$4.14K	0.17%	70
2020 Q3	$336K	Sell	18,632 -2,026	-10%	-$36.6K	0.2%	64
2020 Q2	$372K	Buy	+20,658	New	+$367K	0.23%	56

Other funds holding SMB

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

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

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

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

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

Advisory Resource Group's SMB Position: Q2 2022 in Review

Advisory Resource Group sold out of VanEck Short Muni ETF (SMB) in Q2 2022, closing a stake of 17,464 shares — an estimated $299K sold.

Advisory Resource Group first reported a position in SMB in Q2 2020 and held it in 8 quarters. The position peaked at $372K in Q2 2020. 102 funds tracked by Wall St. Rank hold SMB as of Q2 2022.

Advisory Resource Group reported no remaining VanEck Short Muni ETF position as of Q2 2022 after selling out during the quarter.
Advisory Resource Group sold 17,464 VanEck Short Muni ETF shares in Q2 2022, an estimated $299K.
Advisory Resource Group first reported a position in VanEck Short Muni ETF in Q2 2020 and held it in 8 quarters.
Advisory Resource Group's VanEck Short Muni ETF position peaked at $372K in Q2 2020.
102 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2022.

Based on Advisory Resource Group's 13F filing for Q2 2022, filed 21 Jul 2022.