AWA
SMB icon

Arkadios Wealth Advisors’s VanEck Short Muni ETF SMB Stock Holding History

Arkadios Wealth 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
2026
Q1 		$615K Buy
35,566
+643
+2% +$11.2K 0.01% 1009
2025
Q4 		$608K Buy
34,923
+423
+1% +$7.34K 0.01% 911
2025
Q3 		$601K Hold
34,500
– – 0.01% 854
2025
Q2 		$595K Buy
34,500
+3,300
+11% +$56.4K 0.02% 779
2025
Q1 		$535K Buy
31,200
+3,900
+14% +$66.9K 0.02% 684
2024
Q4 		$467K Buy
+27,300
New +$469K 0.03% 569
2021
Q3 		– Sell
-3,790
Closed -$68K – 2042
2021
Q2 		$68K Hold
3,790
– – 0.01% 832
2021
Q1 		$68K Buy
3,790
+4
+0.1% +$72 0.01% 614
2020
Q4 		$68K Buy
+3,786
New +$68.4K 0.01% 500

Other funds holding SMB

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return