Cetera Advisor Networks’s VanEck Short Muni ETF SMB Stock Holding History

Cetera Advisor Networks’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	$359K	Sell	21,107 -182	-0.9%	-$3.1K	﹤0.01%	2153
2023 Q4	$364K	Sell	21,289 -1,735	-8%	-$29.3K	﹤0.01%	2101
2023 Q3	$384K	Buy	23,024 +2,223	+11%	+$37.3K	﹤0.01%	1967
2023 Q2	$350K	Buy	20,801 +2,652	+15%	+$44.7K	﹤0.01%	1978
2023 Q1	$309K	Sell	18,149 -548	-3%	-$9.27K	﹤0.01%	2035
2022 Q4	$316K	Buy	18,697 +4,412	+31%	+$73.8K	﹤0.01%	1961
2022 Q3	$238K	Buy	+14,285	New	+$242K	﹤0.01%	1746

Other funds holding SMB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Advisor Networks's SMB Position: Q1 2024 in Review

Cetera Advisor Networks reduced its VanEck Short Muni ETF (SMB) stake by 0.85% in Q1 2024, selling an estimated $3.1K and leaving 21,107 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #2153.

Cetera Advisor Networks first reported a position in SMB in Q3 2022 and has held it in 7 quarters since. The position peaked at $384K in Q3 2023. 92 funds tracked by Wall St. Rank hold SMB as of Q1 2024.

Cetera Advisor Networks held 21,107 shares of VanEck Short Muni ETF worth $359K as of Q1 2024.
Cetera Advisor Networks sold 182 VanEck Short Muni ETF shares in Q1 2024, an estimated $3.1K.
VanEck Short Muni ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2153 holding.
Cetera Advisor Networks first reported a position in VanEck Short Muni ETF in Q3 2022 and has held it in 7 quarters since.
Cetera Advisor Networks's VanEck Short Muni ETF position peaked at $384K in Q3 2023.
92 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.