Axxcess Wealth Management’s VanEck Short Muni ETF SMB Stock Holding History

Axxcess Wealth Management’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
2026 Q2	$371K	Buy	+21,400	New	+$370K	0.01%	804
2026 Q1	–	Sell	-19,400	Closed	-$338K	–	894
2025 Q4	$338K	Buy	19,400 +1,900	+11%	+$33K	0.01%	815
2025 Q3	$305K	Sell	17,500 -2,300	-12%	-$39.9K	0.01%	753
2025 Q2	$342K	Hold	19,800	–	–	0.01%	688
2025 Q1	$339K	Buy	19,800 +5,600	+39%	+$96.1K	0.01%	648
2024 Q4	$243K	Hold	14,200	–	–	0.01%	742
2024 Q3	$246K	Hold	14,200	–	–	0.01%	764
2024 Q2	$241K	Sell	14,200 -1,000	-7%	-$17K	0.01%	727
2024 Q1	$259K	Hold	15,200	–	–	0.01%	716
2023 Q4	$260K	Hold	15,200	–	–	0.01%	692
2023 Q3	$254K	Buy	+15,200	New	+$255K	0.01%	645

Other funds holding SMB

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Axxcess Wealth Management's SMB Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in VanEck Short Muni ETF (SMB) in Q2 2026: 21,400 shares worth $371K. The stake represents 0.01% of the portfolio and ranks #804 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SMB as recently as Q4 2025.

Axxcess Wealth Management first reported a position in SMB in Q3 2023 and has held it in 11 quarters since. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

Axxcess Wealth Management held 21,400 shares of VanEck Short Muni ETF worth $371K as of Q2 2026.
VanEck Short Muni ETF was a new Axxcess Wealth Management position in Q2 2026.
VanEck Short Muni ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #804 holding.
Axxcess Wealth Management first reported a position in VanEck Short Muni ETF in Q3 2023 and has held it in 11 quarters since.
104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.