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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
Q1 		– Sell
-19,400
Closed -$338K – 904
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

AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return