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Atria Wealth Solutions’s VanEck Short Muni ETF SMB Stock Holding History

Atria Wealth Solutions’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
Q1 		– Sell
-13,162
Closed -$225K – 2061
2024
Q4 		$225K Buy
+13,162
New +$226K ﹤0.01% 1747
2022
Q2 		– Sell
-11,160
Closed -$191K – 1866
2022
Q1 		$191K Buy
+11,160
New +$195K ﹤0.01% 1606

Other funds holding SMB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Wealth Solutions's SMB Position: Q1 2025 in Review

Atria Wealth Solutions sold out of VanEck Short Muni ETF (SMB) in Q1 2025, closing a stake of 13,162 shares — an estimated $225K sold.

Atria Wealth Solutions first reported a position in SMB in Q1 2022 and held it in 2 quarters. The position peaked at $225K in Q4 2024. 91 funds tracked by Wall St. Rank hold SMB as of Q1 2025.

  • Atria Wealth Solutions reported no remaining VanEck Short Muni ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 13,162 VanEck Short Muni ETF shares in Q1 2025, an estimated $225K.
  • Atria Wealth Solutions first reported a position in VanEck Short Muni ETF in Q1 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's VanEck Short Muni ETF position peaked at $225K in Q4 2024.
  • 91 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.