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

B. Riley 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
2022 Q2	$327	Buy	+19,112	New	+$324K	﹤0.01%	516
2020 Q4	–	Sell	-26,602	Closed	-$480K	–	451
2020 Q3	$480K	Buy	+26,602	New	+$480K	0.06%	234
2020 Q2	–	Sell	-26,528	Closed	-$461K	–	545
2020 Q1	$461K	Buy	+26,528	New	+$469K	0.05%	279
2014 Q2	–	Sell	-5,001	Closed	-$88K	–	1164
2014 Q1	$88K	Buy	+5,001	New	+$88.2K	0.07%	336

Other funds holding SMB

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

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

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

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

MHS

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

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

B. Riley Wealth Management's SMB Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in VanEck Short Muni ETF (SMB) in Q2 2022: 19,112 shares worth $327. The stake represents ﹤0.01% of the portfolio and ranks #516 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in SMB as recently as Q3 2020.

B. Riley Wealth Management first reported a position in SMB in Q1 2014 and has held it in 4 quarters since. The position peaked at $480K in Q3 2020. 102 funds tracked by Wall St. Rank hold SMB as of Q2 2022.

B. Riley Wealth Management held 19,112 shares of VanEck Short Muni ETF worth $327 as of Q2 2022.
VanEck Short Muni ETF was a new B. Riley Wealth Management position in Q2 2022.
VanEck Short Muni ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #516 holding.
B. Riley Wealth Management first reported a position in VanEck Short Muni ETF in Q1 2014 and has held it in 4 quarters since.
B. Riley Wealth Management's VanEck Short Muni ETF position peaked at $480K in Q3 2020.
102 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.