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

Other funds holding SMB

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

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

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.