Clearview Wealth Advisors’s VanEck Short Muni ETF SMB Stock Holding History

Clearview Wealth Advisors’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
2022 Q2	–	Sell	-3,000	Closed	-$51K	–	642
2022 Q1	$51K	Hold	3,000	–	–	0.03%	193
2021 Q4	$54K	Sell	3,000 -1,950	-39%	-$35K	0.03%	223
2021 Q3	$89K	Buy	4,950 +500	+11%	+$9.03K	0.06%	174
2021 Q2	$80K	Hold	4,450	–	–	0.05%	189
2021 Q1	$80K	Buy	4,450 +1,050	+31%	+$19K	0.05%	186
2020 Q4	$62K	Buy	+3,400	New	+$61.4K	0.04%	180

Other funds holding SMB

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Clearview Wealth Advisors's SMB Position: Q2 2022 in Review

Clearview Wealth Advisors sold out of VanEck Short Muni ETF (SMB) in Q2 2022, closing a stake of 3,000 shares — an estimated $51K sold.

Clearview Wealth Advisors first reported a position in SMB in Q4 2020 and held it in 6 quarters. The position peaked at $89K in Q3 2021. 102 funds tracked by Wall St. Rank hold SMB as of Q2 2022.

Clearview Wealth Advisors reported no remaining VanEck Short Muni ETF position as of Q2 2022 after selling out during the quarter.
Clearview Wealth Advisors sold 3,000 VanEck Short Muni ETF shares in Q2 2022, an estimated $51K.
Clearview Wealth Advisors first reported a position in VanEck Short Muni ETF in Q4 2020 and held it in 6 quarters.
Clearview Wealth Advisors's VanEck Short Muni ETF position peaked at $89K in Q3 2021.
102 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2022.

Based on Clearview Wealth Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.