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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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
$24.7B AUM
15.55%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Stifel Financial
St. Louis, Missouri
$109B AUM
21.36%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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