B. Riley Wealth Advisors’s VanEck Short Muni ETF SMB Stock Holding History

B. Riley Wealth Advisors’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
2023 Q2	–	Sell	-10,907	Closed	-$185K	–	1634
2023 Q1	$185K	Sell	10,907 -4,410	-29%	-$74.6K	﹤0.01%	1316
2022 Q4	$259K	Sell	15,317 -8,225	-35%	-$138K	0.01%	1115
2022 Q3	$392K	Buy	+23,542	New	+$399K	0.01%	874

Other funds holding SMB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

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

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

MHS

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

B. Riley Wealth Advisors's SMB Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of VanEck Short Muni ETF (SMB) in Q2 2023, closing a stake of 10,907 shares — an estimated $185K sold.

B. Riley Wealth Advisors first reported a position in SMB in Q3 2022 and held it in 3 quarters. The position peaked at $392K in Q3 2022. 100 funds tracked by Wall St. Rank hold SMB as of Q2 2023.

B. Riley Wealth Advisors reported no remaining VanEck Short Muni ETF position as of Q2 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 10,907 VanEck Short Muni ETF shares in Q2 2023, an estimated $185K.
B. Riley Wealth Advisors first reported a position in VanEck Short Muni ETF in Q3 2022 and held it in 3 quarters.
B. Riley Wealth Advisors's VanEck Short Muni ETF position peaked at $392K in Q3 2022.
100 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.