Cerity Partners
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Cerity Partners’s VanEck Short Muni ETF SMB Stock Holding History

Cerity 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
2026
Q1 		$4.03M Sell
232,915
-5,188
-2% -$90.3K 0.01% 1122
2025
Q4 		$4.15M Buy
238,103
+10,468
+5% +$182K 0.01% 1009
2025
Q3 		$3.97M Sell
227,635
-1,247
-0.5% -$21.6K 0.01% 967
2025
Q2 		$3.95M Buy
228,882
+31,840
+16% +$544K 0.01% 916
2025
Q1 		$3.38M Buy
197,042
+4,390
+2% +$75.3K 0.01% 894
2024
Q4 		$3.29M Buy
192,652
+7,242
+4% +$124K 0.01% 885
2024
Q3 		$3.21M Buy
185,410
+35,785
+24% +$614K 0.01% 883
2024
Q2 		$2.54M Buy
149,625
+58,653
+64% +$995K 0.01% 819
2024
Q1 		$1.55M Sell
90,972
-341,781
-79% -$5.83M ﹤0.01% 1086
2023
Q4 		$7.4M Buy
432,753
+379,382
+711% +$6.4M 0.02% 434
2023
Q3 		$891K Sell
53,371
-3,505
-6% -$58.8K ﹤0.01% 786
2023
Q2 		$958K Buy
+56,876
New +$959K ﹤0.01% 939

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JP Morgan Chase
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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