Aptus Capital Advisors
SMB icon

Aptus Capital Advisors’s VanEck Short Muni ETF SMB Stock Holding History

Aptus Capital Advisors’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
2025
Q3 		– Sell
-3,073
Closed -$53K – 1651
2025
Q2 		$53K Hold
3,073
– – ﹤0.01% 1173
2025
Q1 		$52.7K Hold
3,073
– – ﹤0.01% 1104
2024
Q4 		$52.5K Hold
3,073
– – ﹤0.01% 1100
2024
Q3 		$53.1K Hold
3,073
– – ﹤0.01% 929
2024
Q2 		$52.2K Hold
3,073
– – ﹤0.01% 888
2024
Q1 		$52.3K Hold
3,073
– – ﹤0.01% 890
2023
Q4 		$52.5K Buy
+3,073
New +$51.8K ﹤0.01% 676

Other funds holding SMB

Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Aptus Capital Advisors's SMB Position: Q3 2025 in Review

Aptus Capital Advisors sold out of VanEck Short Muni ETF (SMB) in Q3 2025, closing a stake of 3,073 shares — an estimated $53K sold.

Aptus Capital Advisors first reported a position in SMB in Q4 2023 and held it in 7 quarters. The position peaked at $53.1K in Q3 2024. 92 funds tracked by Wall St. Rank hold SMB as of Q3 2025.

  • Aptus Capital Advisors reported no remaining VanEck Short Muni ETF position as of Q3 2025 after selling out during the quarter.
  • Aptus Capital Advisors sold 3,073 VanEck Short Muni ETF shares in Q3 2025, an estimated $53K.
  • Aptus Capital Advisors first reported a position in VanEck Short Muni ETF in Q4 2023 and held it in 7 quarters.
  • Aptus Capital Advisors's VanEck Short Muni ETF position peaked at $53.1K in Q3 2024.
  • 92 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2025.

Based on Aptus Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.