Cardan Capital Partners’s VanEck Short Muni ETF SMB Stock Holding History

Cardan Capital Partners’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
2021 Q3	$950K	Buy	52,757 +599	+1%	+$10.8K	0.11%	129
2021 Q2	$942K	Sell	52,158 -9,641	-16%	-$174K	0.1%	136
2021 Q1	$1.11M	Sell	61,799 -14,853	-19%	-$269K	0.13%	120
2020 Q4	$1.39M	Sell	76,652 -20,219	-21%	-$365K	0.17%	103
2020 Q3	$1.75M	Sell	96,871 -20,898	-18%	-$377K	0.23%	110
2020 Q2	$2.12M	Sell	117,769 -640	-0.5%	-$11.4K	0.3%	101
2020 Q1	$2.06M	Sell	118,409 -5,900	-5%	-$104K	0.34%	77
2019 Q4	$2.21M	Buy	124,309 +5,143	+4%	+$91.3K	0.3%	86
2019 Q3	$2.11M	Buy	119,166 +1,496	+1%	+$26.6K	0.3%	83
2019 Q2	$2.08M	Sell	117,670 -7,063	-6%	-$124K	0.32%	75
2019 Q1	$2.19M	Sell	124,733 -8,482	-6%	-$148K	0.35%	70
2018 Q4	$2.31M	Buy	133,215 +5,585	+4%	+$96K	0.41%	64
2018 Q3	$2.19M	Sell	127,630 -1,755	-1%	-$30.3K	0.34%	69
2018 Q2	$2.23M	Buy	129,385 +4,358	+3%	+$74.9K	0.37%	66
2018 Q1	$2.15M	Sell	125,027 -6,914	-5%	-$119K	0.36%	67
2017 Q4	$2.27M	Buy	131,941 +3,499	+3%	+$61K	0.43%	64
2017 Q3	$2.25M	Sell	128,442 -13,726	-10%	-$241K	0.45%	62
2017 Q2	$2.48M	Sell	142,168 -7,993	-5%	-$140K	0.48%	59
2017 Q1	$2.62M	Buy	150,161 +7,476	+5%	+$130K	0.55%	57
2016 Q4	$2.46M	Sell	142,685 -17,198	-11%	-$299K	0.55%	58
2016 Q3	$2.82M	Buy	159,883 +13,013	+9%	+$231K	0.63%	50
2016 Q2	$2.6M	Buy	146,870 +3,766	+3%	+$66.5K	0.64%	50
2016 Q1	$2.52M	Buy	143,104 +41,855	+41%	+$737K	0.63%	50
2015 Q4	$1.77M	Buy	+101,249	New	+$1.77M	0.76%	47

Other funds holding SMB

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

EWMCB

EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

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

Cardan Capital Partners's SMB Position: Q3 2021 in Review

Cardan Capital Partners increased its VanEck Short Muni ETF (SMB) stake by 1.1% in Q3 2021, buying an estimated $10.8K and bringing the position to 52,757 shares worth $950K. The position accounts for 0.11% of the portfolio, ranked #129.

Cardan Capital Partners first reported a position in SMB in Q4 2015 and has held it in 24 quarters since. The position peaked at $2.82M in Q3 2016. 96 funds tracked by Wall St. Rank hold SMB as of Q3 2021.

Cardan Capital Partners held 52,757 shares of VanEck Short Muni ETF worth $950K as of Q3 2021.
Cardan Capital Partners bought 599 VanEck Short Muni ETF shares in Q3 2021, an estimated $10.8K.
VanEck Short Muni ETF made up 0.11% of Cardan Capital Partners's portfolio in Q3 2021, its #129 holding.
Cardan Capital Partners first reported a position in VanEck Short Muni ETF in Q4 2015 and has held it in 24 quarters since.
Cardan Capital Partners's VanEck Short Muni ETF position peaked at $2.82M in Q3 2016.
96 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.