Cetera Investment Advisers
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Cetera Investment Advisers’s VanEck Short Muni ETF SMB Stock Holding History

Cetera Investment Advisers’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
Q2 		$538K Sell
31,000
-20,920
-40% -$362K ﹤0.01% 3635
2026
Q1 		$898K Buy
51,920
+1,130
+2% +$19.7K ﹤0.01% 2994
2025
Q4 		$884K Buy
50,790
+2,940
+6% +$51K ﹤0.01% 2923
2025
Q3 		$834K Buy
47,850
+7,126
+17% +$124K ﹤0.01% 2932
2025
Q2 		$703K Buy
40,724
+3,756
+10% +$64.2K ﹤0.01% 2697
2025
Q1 		$633K Buy
36,968
+122
+0.3% +$2.09K ﹤0.01% 2645
2024
Q4 		$630K Buy
36,846
+207
+0.6% +$3.56K ﹤0.01% 2506
2024
Q3 		$633K Sell
36,639
-275
-0.7% -$4.72K ﹤0.01% 2462
2024
Q2 		$628K Sell
36,914
-3,310
-8% -$56.1K ﹤0.01% 2424
2024
Q1 		$685K Buy
40,224
+21,154
+111% +$361K ﹤0.01% 2368
2023
Q4 		$326K Sell
19,070
-5,642
-23% -$95.2K ﹤0.01% 1743
2023
Q3 		$412K Buy
24,712
+63
+0.3% +$1.06K ﹤0.01% 1530
2023
Q2 		$415K Sell
24,649
-681
-3% -$11.5K ﹤0.01% 1553
2023
Q1 		$431K Sell
25,330
-3,061
-11% -$51.8K ﹤0.01% 1512
2022
Q4 		$479K Buy
28,391
+4,007
+16% +$67K ﹤0.01% 1399
2022
Q3 		$406K Buy
24,384
+13,069
+116% +$222K 0.01% 1085
2022
Q2 		$193K Buy
11,315
+34
+0.3% +$576 ﹤0.01% 1659
2022
Q1 		$193K Sell
11,281
-1,982
-15% -$34.7K ﹤0.01% 1726
2021
Q4 		$238K Buy
13,263
+1,097
+9% +$19.7K ﹤0.01% 1632
2021
Q3 		$219K Sell
12,166
-262
-2% -$4.73K ﹤0.01% 1611
2021
Q2 		$225K Buy
12,428
+512
+4% +$9.25K ﹤0.01% 1599
2021
Q1 		$215K Buy
+11,916
New +$215K ﹤0.01% 1433

Other funds holding SMB

AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers's SMB Position: Q2 2026 in Review

Cetera Investment Advisers reduced its VanEck Short Muni ETF (SMB) stake by 40% in Q2 2026, selling an estimated $362K and leaving 31,000 shares worth $538K. The position accounts for ﹤0.01% of the portfolio, ranked #3635.

Cetera Investment Advisers first reported a position in SMB in Q1 2021 and has held it in 22 quarters since. The position peaked at $898K in Q1 2026. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

  • Cetera Investment Advisers held 31,000 shares of VanEck Short Muni ETF worth $538K as of Q2 2026.
  • Cetera Investment Advisers sold 20,920 VanEck Short Muni ETF shares in Q2 2026, an estimated $362K.
  • VanEck Short Muni ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3635 holding.
  • Cetera Investment Advisers first reported a position in VanEck Short Muni ETF in Q1 2021 and has held it in 22 quarters since.
  • Cetera Investment Advisers's VanEck Short Muni ETF position peaked at $898K in Q1 2026.
  • 104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.