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Capital Investment Advisory Services’s VanEck Short Muni ETF SMB Stock Holding History

Capital Investment Advisory Services’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
2024
Q1 		– Sell
-1,836
Closed -$31.4K – 1018
2023
Q4 		$31.4K Sell
1,836
-300
-14% -$5.06K ﹤0.01% 729
2023
Q3 		$35.6K Hold
2,136
– – ﹤0.01% 671
2023
Q2 		$36K Hold
2,136
– – ﹤0.01% 637
2023
Q1 		$36.3K Hold
2,136
– – ﹤0.01% 624
2022
Q4 		$36.1K Hold
2,136
– – ﹤0.01% 641
2022
Q3 		$36K Sell
2,136
-500
-19% -$8.48K ﹤0.01% 602
2022
Q2 		$45K Sell
2,636
-1,702
-39% -$28.8K 0.01% 602
2022
Q1 		$74K Hold
4,338
– – 0.01% 593
2021
Q4 		$78K Buy
4,338
+577
+15% +$10.3K 0.01% 564
2021
Q3 		$68K Sell
3,761
-2,023
-35% -$36.5K 0.01% 543
2021
Q2 		$104K Sell
5,784
-155
-3% -$2.8K 0.01% 521
2021
Q1 		$107K Buy
5,939
+1,170
+25% +$21.2K 0.02% 472
2020
Q4 		$86K Hold
4,769
– – 0.01% 473
2020
Q3 		$86K Sell
4,769
-1,197
-20% -$21.6K 0.02% 413
2020
Q2 		$107K Hold
5,966
– – 0.02% 355
2020
Q1 		$104K Buy
5,966
+68
+1% +$1.2K 0.03% 332
2019
Q4 		$105K Buy
5,898
+2,503
+74% +$44.4K 0.03% 338
2019
Q3 		$60K Buy
3,395
+719
+27% +$12.8K 0.02% 517
2019
Q2 		$47K Hold
2,676
– – 0.01% 568
2019
Q1 		$47K Sell
2,676
-530
-17% -$9.24K 0.02% 495
2018
Q4 		$55K Buy
+3,206
New +$55.1K 0.02% 437

Other funds holding SMB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Investment Advisory Services's SMB Position: Q1 2024 in Review

Capital Investment Advisory Services sold out of VanEck Short Muni ETF (SMB) in Q1 2024, closing a stake of 1,836 shares — an estimated $31.4K sold.

Capital Investment Advisory Services first reported a position in SMB in Q4 2018 and held it in 21 quarters. The position peaked at $107K in Q1 2021. 92 funds tracked by Wall St. Rank hold SMB as of Q1 2024.

  • Capital Investment Advisory Services reported no remaining VanEck Short Muni ETF position as of Q1 2024 after selling out during the quarter.
  • Capital Investment Advisory Services sold 1,836 VanEck Short Muni ETF shares in Q1 2024, an estimated $31.4K.
  • Capital Investment Advisory Services first reported a position in VanEck Short Muni ETF in Q4 2018 and held it in 21 quarters.
  • Capital Investment Advisory Services's VanEck Short Muni ETF position peaked at $107K in Q1 2021.
  • 92 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2024.

Based on Capital Investment Advisory Services's 13F filing for Q1 2024, filed 25 Apr 2024.