Concurrent Investment Advisors
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Concurrent Investment Advisors’s VanEck Short Muni ETF SMB Stock Holding History

Concurrent Investment 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
2026
Q2 		$215K Buy
12,385
+329
+3% +$5.69K ﹤0.01% 1905
2026
Q1 		$209K Buy
12,056
+1,062
+10% +$18.5K ﹤0.01% 1724
2025
Q4 		$191K Buy
+10,994
New +$191K ﹤0.01% 1643

Other funds holding SMB

Allworth Financial
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
Savant Capital
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

Concurrent Investment Advisors's SMB Position: Q2 2026 in Review

Concurrent Investment Advisors increased its VanEck Short Muni ETF (SMB) stake by 2.7% in Q2 2026, buying an estimated $5.69K and bringing the position to 12,385 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1905.

Concurrent Investment Advisors first reported a position in SMB in Q4 2025 and has held it in 3 quarters since. 106 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

  • Concurrent Investment Advisors held 12,385 shares of VanEck Short Muni ETF worth $215K as of Q2 2026.
  • Concurrent Investment Advisors bought 329 VanEck Short Muni ETF shares in Q2 2026, an estimated $5.69K.
  • VanEck Short Muni ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1905 holding.
  • Concurrent Investment Advisors first reported a position in VanEck Short Muni ETF in Q4 2025 and has held it in 3 quarters since.
  • 106 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.