Dakota Wealth Management
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Dakota Wealth Management’s VanEck Short Muni ETF SMB Stock Holding History

Dakota Wealth Management’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
Q4 		– Sell
-25,000
Closed -$416K – 626
2022
Q3 		$416K Hold
25,000
– – 0.03% 373
2022
Q2 		$428K Buy
+25,000
New +$424K 0.04% 307

Other funds holding SMB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EWMCB
EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

Dakota Wealth Management's SMB Position: Q4 2022 in Review

Dakota Wealth Management sold out of VanEck Short Muni ETF (SMB) in Q4 2022, closing a stake of 25,000 shares — an estimated $416K sold.

Dakota Wealth Management first reported a position in SMB in Q2 2022 and held it in 2 quarters. The position peaked at $428K in Q2 2022. 108 funds tracked by Wall St. Rank hold SMB as of Q4 2022.

  • Dakota Wealth Management reported no remaining VanEck Short Muni ETF position as of Q4 2022 after selling out during the quarter.
  • Dakota Wealth Management sold 25,000 VanEck Short Muni ETF shares in Q4 2022, an estimated $416K.
  • Dakota Wealth Management first reported a position in VanEck Short Muni ETF in Q2 2022 and held it in 2 quarters.
  • Dakota Wealth Management's VanEck Short Muni ETF position peaked at $428K in Q2 2022.
  • 108 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2022.

Based on Dakota Wealth Management's 13F filing for Q4 2022, filed 8 Feb 2023.