Creative Financial Designs’s VanEck Short Muni ETF SMB Stock Holding History

Creative Financial Designs’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
2024 Q1	–	Sell	-361	Closed	-$6.17K	–	1722
2023 Q4	$6.17K	Hold	361	–	–	﹤0.01%	1218
2023 Q3	$6.03K	Hold	361	–	–	﹤0.01%	1146
2023 Q2	$6.08K	Sell	361 -1,148	-76%	-$19.4K	﹤0.01%	1137
2023 Q1	$25.7K	Hold	1,509	–	–	﹤0.01%	753
2022 Q4	$25.5K	Sell	1,509 -5,696	-79%	-$95.3K	﹤0.01%	711
2022 Q3	$120K	Sell	7,205 -1,948	-21%	-$33K	0.02%	392
2022 Q2	$157K	Sell	9,153 -80,361	-90%	-$1.36M	0.03%	338
2022 Q1	$1.53M	Buy	89,514 +14,761	+20%	+$258K	0.23%	93
2021 Q4	$1.34M	Buy	74,753 +12,358	+20%	+$222K	0.2%	103
2021 Q3	$1.12M	Buy	62,395 +6,829	+12%	+$123K	0.19%	108
2021 Q2	$1M	Buy	55,566 +12,824	+30%	+$232K	0.17%	113
2021 Q1	$771K	Buy	42,742 +5,153	+14%	+$93.2K	0.15%	122
2020 Q4	$681K	Buy	37,589 +14,257	+61%	+$258K	0.15%	122
2020 Q3	$421K	Buy	23,332 +19,981	+596%	+$361K	0.1%	153
2020 Q2	$60K	Buy	+3,351	New	+$59.5K	0.02%	395

Other funds holding SMB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Financial Designs's SMB Position: Q1 2024 in Review

Creative Financial Designs sold out of VanEck Short Muni ETF (SMB) in Q1 2024, closing a stake of 361 shares — an estimated $6.17K sold.

Creative Financial Designs first reported a position in SMB in Q2 2020 and held it in 15 quarters. The position peaked at $1.53M in Q1 2022. 92 funds tracked by Wall St. Rank hold SMB as of Q1 2024.

Creative Financial Designs reported no remaining VanEck Short Muni ETF position as of Q1 2024 after selling out during the quarter.
Creative Financial Designs sold 361 VanEck Short Muni ETF shares in Q1 2024, an estimated $6.17K.
Creative Financial Designs first reported a position in VanEck Short Muni ETF in Q2 2020 and held it in 15 quarters.
Creative Financial Designs's VanEck Short Muni ETF position peaked at $1.53M in Q1 2022.
92 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2024.

Based on Creative Financial Designs's 13F filing for Q1 2024, filed 1 May 2024.