Dynamic Advisor Solutions’s VanEck Short Muni ETF SMB Stock Holding History

Dynamic Advisor Solutions’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
2023 Q1	–	Sell	-12,761	Closed	-$215K	–	798
2022 Q4	$215K	Sell	12,761 -2,921	-19%	-$48.9K	0.01%	648
2022 Q3	$261K	Buy	+15,682	New	+$266K	0.02%	560
2014 Q2	–	Sell	-10,325	Closed	-$182K	–	230
2014 Q1	$182K	Buy	+10,325	New	+$182K	0.12%	184

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

MHS

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Dynamic Advisor Solutions's SMB Position: Q1 2023 in Review

Dynamic Advisor Solutions sold out of VanEck Short Muni ETF (SMB) in Q1 2023, closing a stake of 12,761 shares — an estimated $215K sold.

Dynamic Advisor Solutions first reported a position in SMB in Q1 2014 and held it in 3 quarters. The position peaked at $261K in Q3 2022. 102 funds tracked by Wall St. Rank hold SMB as of Q1 2023.

Dynamic Advisor Solutions reported no remaining VanEck Short Muni ETF position as of Q1 2023 after selling out during the quarter.
Dynamic Advisor Solutions sold 12,761 VanEck Short Muni ETF shares in Q1 2023, an estimated $215K.
Dynamic Advisor Solutions first reported a position in VanEck Short Muni ETF in Q1 2014 and held it in 3 quarters.
Dynamic Advisor Solutions's VanEck Short Muni ETF position peaked at $261K in Q3 2022.
102 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2023, filed 11 Apr 2023.