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CreativeOne Wealth’s VanEck Short Muni ETF SMB Stock Holding History

CreativeOne Wealth’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
2021
Q2 		– Sell
-11,921
Closed -$215K – 693
2021
Q1 		$215K Buy
+11,921
New +$216K 0.02% 524

Other funds holding SMB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
EWMCB
EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

CreativeOne Wealth's SMB Position: Q2 2021 in Review

CreativeOne Wealth sold out of VanEck Short Muni ETF (SMB) in Q2 2021, closing a stake of 11,921 shares — an estimated $215K sold.

CreativeOne Wealth first reported a position in SMB in Q1 2021 and held it in 1 quarter. The position peaked at $215K in Q1 2021. 93 funds tracked by Wall St. Rank hold SMB as of Q2 2021.

  • CreativeOne Wealth reported no remaining VanEck Short Muni ETF position as of Q2 2021 after selling out during the quarter.
  • CreativeOne Wealth sold 11,921 VanEck Short Muni ETF shares in Q2 2021, an estimated $215K.
  • CreativeOne Wealth first reported a position in VanEck Short Muni ETF in Q1 2021 and held it in 1 quarter.
  • CreativeOne Wealth's VanEck Short Muni ETF position peaked at $215K in Q1 2021.
  • 93 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2021.

Based on CreativeOne Wealth's 13F filing for Q2 2021, filed 13 Aug 2021.