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Econ Financial Services’s VanEck Short Muni ETF SMB Stock Holding History

Econ Financial Services’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
Q1 		– Sell
-6,405
Closed -$115K – 192
2021
Q4 		$115K Buy
+6,405
New +$115K 0.08% 86

Other funds holding SMB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LI
LMCG Investments Boston, Massachusetts $1.68B AUM 39.32% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Econ Financial Services's SMB Position: Q1 2022 in Review

Econ Financial Services sold out of VanEck Short Muni ETF (SMB) in Q1 2022, closing a stake of 6,405 shares — an estimated $115K sold.

Econ Financial Services first reported a position in SMB in Q4 2021 and held it in 1 quarter. The position peaked at $115K in Q4 2021. 110 funds tracked by Wall St. Rank hold SMB as of Q1 2022.

  • Econ Financial Services reported no remaining VanEck Short Muni ETF position as of Q1 2022 after selling out during the quarter.
  • Econ Financial Services sold 6,405 VanEck Short Muni ETF shares in Q1 2022, an estimated $115K.
  • Econ Financial Services first reported a position in VanEck Short Muni ETF in Q4 2021 and held it in 1 quarter.
  • Econ Financial Services's VanEck Short Muni ETF position peaked at $115K in Q4 2021.
  • 110 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2022.

Based on Econ Financial Services's 13F filing for Q1 2022, filed 22 Apr 2022.