Avantax Planning Partners
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Avantax Planning Partners’s VanEck Short Muni ETF SMB Stock Holding History

Avantax Planning Partners’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
2020
Q1 		– Sell
-14,373
Closed -$256K – 309
2019
Q4 		$256K Buy
+14,373
New +$255K 0.02% 255

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Jane Street
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CCM
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RWA
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JCM
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Stifel Financial
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Avantax Planning Partners's SMB Position: Q1 2020 in Review

Avantax Planning Partners sold out of VanEck Short Muni ETF (SMB) in Q1 2020, closing a stake of 14,373 shares — an estimated $256K sold.

Avantax Planning Partners first reported a position in SMB in Q4 2019 and held it in 1 quarter. The position peaked at $256K in Q4 2019. 79 funds tracked by Wall St. Rank hold SMB as of Q1 2020.

  • Avantax Planning Partners reported no remaining VanEck Short Muni ETF position as of Q1 2020 after selling out during the quarter.
  • Avantax Planning Partners sold 14,373 VanEck Short Muni ETF shares in Q1 2020, an estimated $256K.
  • Avantax Planning Partners first reported a position in VanEck Short Muni ETF in Q4 2019 and held it in 1 quarter.
  • Avantax Planning Partners's VanEck Short Muni ETF position peaked at $256K in Q4 2019.
  • 79 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2020.

Based on Avantax Planning Partners's 13F filing for Q1 2020, filed 27 Apr 2020.