CoreCap Advisors’s VanEck Short Muni ETF SMB Stock Holding History

CoreCap 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 Q3	$34	Hold	2	–	–	﹤0.01%	3104
2026 Q2	$35	Hold	2	–	–	﹤0.01%	3132
2026 Q1	$35	Hold	2	–	–	﹤0.01%	2896
2025 Q4	$35	Hold	2	–	–	﹤0.01%	2916
2025 Q3	$35	Hold	2	–	–	﹤0.01%	2766
2025 Q2	$35	Hold	2	–	–	﹤0.01%	2720
2025 Q1	$34	Hold	2	–	–	﹤0.01%	3097
2024 Q4	$34	Hold	2	–	–	﹤0.01%	2809
2024 Q3	$35	Hold	2	–	–	﹤0.01%	2588
2024 Q2	$34	Hold	2	–	–	﹤0.01%	1566
2024 Q1	$34	Buy	+2	New	+$34	﹤0.01%	2485
2022 Q4	$34	Buy	+2	New	+$33	﹤0.01%	2352

Other funds holding SMB

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

CoreCap Advisors's SMB Position: Q3 2026 in Review

CoreCap Advisors held its VanEck Short Muni ETF (SMB) position steady in Q3 2026 at 2 shares worth $34. The position accounts for ﹤0.01% of the portfolio, ranked #3104.

CoreCap Advisors first reported a position in SMB in Q4 2022 and has held it in 12 quarters since. The position peaked at $35 in Q2 2026. 12 funds tracked by Wall St. Rank hold SMB as of Q3 2026.

CoreCap Advisors held 2 shares of VanEck Short Muni ETF worth $34 as of Q3 2026.
CoreCap Advisors left its VanEck Short Muni ETF share count unchanged in Q3 2026.
VanEck Short Muni ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #3104 holding.
CoreCap Advisors first reported a position in VanEck Short Muni ETF in Q4 2022 and has held it in 12 quarters since.
CoreCap Advisors's VanEck Short Muni ETF position peaked at $35 in Q2 2026.
12 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.