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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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.