Atria Investments’s VanEck Short Muni ETF SMB Stock Holding History

Atria Investments’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
2022 Q4	–	Sell	-99,610	Closed	-$1.66M	–	802
2022 Q3	$1.66M	Buy	99,610 +46	+0%	+$780	0.04%	547
2022 Q2	$1.7M	Sell	99,564 -275	-0.3%	-$4.66K	0.04%	558
2022 Q1	$1.71M	Sell	99,839 -87	-0.1%	-$1.52K	0.03%	625
2021 Q4	$1.79M	Buy	99,926 +638	+0.6%	+$11.4K	0.03%	611
2021 Q3	$1.79M	Buy	+99,288	New	+$1.79M	0.03%	574

Other funds holding SMB

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

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

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

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

EWMCB

EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

Atria Investments's SMB Position: Q4 2022 in Review

Atria Investments sold out of VanEck Short Muni ETF (SMB) in Q4 2022, closing a stake of 99,610 shares — an estimated $1.66M sold.

Atria Investments first reported a position in SMB in Q3 2021 and held it in 5 quarters. The position peaked at $1.79M in Q4 2021. 108 funds tracked by Wall St. Rank hold SMB as of Q4 2022.

Atria Investments reported no remaining VanEck Short Muni ETF position as of Q4 2022 after selling out during the quarter.
Atria Investments sold 99,610 VanEck Short Muni ETF shares in Q4 2022, an estimated $1.66M.
Atria Investments first reported a position in VanEck Short Muni ETF in Q3 2021 and held it in 5 quarters.
Atria Investments's VanEck Short Muni ETF position peaked at $1.79M in Q4 2021.
108 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2022.

Based on Atria Investments's 13F filing for Q4 2022, filed 31 Jan 2023.