AE Wealth Management’s VanEck Short Muni ETF SMB Stock Holding History

AE Wealth Management’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	$104K	Buy	5,971 +2,779	+87%	+$48.1K	﹤0.01%	1902
2026 Q1	$55.2K	Buy	3,192 +741	+30%	+$12.9K	﹤0.01%	1938
2025 Q4	$42.7K	Sell	2,451 -50	-2%	-$868	﹤0.01%	1881
2025 Q3	$43.6K	Buy	2,501 +1,957	+360%	+$33.9K	﹤0.01%	1745
2025 Q2	$9.39K	Sell	544 -21	-4%	-$359	﹤0.01%	1886
2025 Q1	$9.68K	Buy	565 +486	+615%	+$8.34K	﹤0.01%	1861
2024 Q4	$1.35K	Buy	+79	New	+$1.36K	﹤0.01%	2020
2024 Q1	–	Sell	-18,141	Closed	-$309K	–	1856
2023 Q4	$309K	Buy	18,141 +7,410	+69%	+$125K	﹤0.01%	1686
2023 Q3	$179K	Hold	10,731	–	–	﹤0.01%	1800
2023 Q2	$181K	Hold	10,731	–	–	﹤0.01%	1762
2023 Q1	$182K	Sell	10,731 -41	-0.4%	-$693	﹤0.01%	1750
2022 Q4	$182K	Buy	+10,772	New	+$180K	﹤0.01%	1678

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

AE Wealth Management's SMB Position: Q2 2026 in Review

AE Wealth Management increased its VanEck Short Muni ETF (SMB) stake by 87% in Q2 2026, buying an estimated $48.1K and bringing the position to 5,971 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #1902.

AE Wealth Management first reported a position in SMB in Q4 2022 and has held it in 12 quarters since. The position peaked at $309K in Q4 2023. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

AE Wealth Management held 5,971 shares of VanEck Short Muni ETF worth $104K as of Q2 2026.
AE Wealth Management bought 2,779 VanEck Short Muni ETF shares in Q2 2026, an estimated $48.1K.
VanEck Short Muni ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1902 holding.
AE Wealth Management first reported a position in VanEck Short Muni ETF in Q4 2022 and has held it in 12 quarters since.
AE Wealth Management's VanEck Short Muni ETF position peaked at $309K in Q4 2023.
104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.