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 Q2	$666K	Buy	38,414 +2,848	+8%	+$49.3K	0.01%	974
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

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

Arkadios Wealth Advisors's SMB Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its VanEck Short Muni ETF (SMB) stake by 8% in Q2 2026, buying an estimated $49.3K and bringing the position to 38,414 shares worth $666K. The position accounts for 0.01% of the portfolio, ranked #974.

Arkadios Wealth Advisors first reported a position in SMB in Q4 2020 and has held it in 10 quarters since. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

Arkadios Wealth Advisors held 38,414 shares of VanEck Short Muni ETF worth $666K as of Q2 2026.
Arkadios Wealth Advisors bought 2,848 VanEck Short Muni ETF shares in Q2 2026, an estimated $49.3K.
VanEck Short Muni ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #974 holding.
Arkadios Wealth Advisors first reported a position in VanEck Short Muni ETF in Q4 2020 and has held it in 10 quarters since.
104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.