Avantax Advisory Services’s VanEck Short Muni ETF SMB Stock Holding History

Avantax Advisory Services’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
2024 Q1	–	Sell	-17,302	Closed	-$296K	–	1730
2023 Q4	$296K	Buy	17,302 +4	+0%	+$67	﹤0.01%	1239
2023 Q3	$289K	Buy	17,298 +3	+0%	+$50	﹤0.01%	1219
2023 Q2	$291K	Sell	17,295 -2,217	-11%	-$37.4K	﹤0.01%	1204
2023 Q1	$332K	Buy	19,512 +11	+0.1%	+$186	﹤0.01%	1098
2022 Q4	$329K	Buy	19,501 +11	+0.1%	+$184	﹤0.01%	1054
2022 Q3	$324K	Buy	19,490 +4,205	+28%	+$71.3K	0.01%	964
2022 Q2	$261K	Buy	15,285 +800	+6%	+$13.6K	﹤0.01%	1076
2022 Q1	$248K	Hold	14,485	–	–	﹤0.01%	1097
2021 Q4	$259K	Hold	14,485	–	–	﹤0.01%	1052
2021 Q3	$261K	Hold	14,485	–	–	﹤0.01%	985
2021 Q2	$262K	Hold	14,485	–	–	﹤0.01%	962
2021 Q1	$261K	Hold	14,485	–	–	0.01%	867
2020 Q4	$262K	Sell	14,485 -5,037	-26%	-$91K	0.01%	785
2020 Q3	$351K	Buy	19,522 +5,037	+35%	+$90.9K	0.01%	951
2020 Q2	$261K	Hold	14,485	–	–	0.01%	698
2020 Q1	$252K	Hold	14,485	–	–	0.01%	645
2019 Q4	$258K	Buy	+14,485	New	+$257K	0.01%	679

Other funds holding SMB

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 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

MHS

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

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

DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return

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

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

Avantax Advisory Services's SMB Position: Q1 2024 in Review

Avantax Advisory Services sold out of VanEck Short Muni ETF (SMB) in Q1 2024, closing a stake of 17,302 shares — an estimated $296K sold.

Avantax Advisory Services first reported a position in SMB in Q4 2019 and held it in 17 quarters. The position peaked at $351K in Q3 2020. 92 funds tracked by Wall St. Rank hold SMB as of Q1 2024.

Avantax Advisory Services reported no remaining VanEck Short Muni ETF position as of Q1 2024 after selling out during the quarter.
Avantax Advisory Services sold 17,302 VanEck Short Muni ETF shares in Q1 2024, an estimated $296K.
Avantax Advisory Services first reported a position in VanEck Short Muni ETF in Q4 2019 and held it in 17 quarters.
Avantax Advisory Services's VanEck Short Muni ETF position peaked at $351K in Q3 2020.
92 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2024.

Based on Avantax Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.