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 Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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.