Elser Financial Planning’s VanEck Short Muni ETF SMB Stock Holding History

Elser Financial Planning’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
2026 Q3	$177K	Buy	+10,451	New	+$180K	0.01%	132

Other funds holding SMB

MY Wealth Management Germantown, Maryland $137M AUM 11.24% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Stronghold Wealth Management Tampa, Florida $72.4M AUM 15.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

Elser Financial Planning's SMB Position: Q3 2026 in Review

Elser Financial Planning opened a new position in VanEck Short Muni ETF (SMB) in Q3 2026: 10,451 shares worth $177K. The stake represents 0.01% of the portfolio and ranks #132 among its holdings.

21 funds tracked by Wall St. Rank hold SMB as of Q3 2026.

Elser Financial Planning held 10,451 shares of VanEck Short Muni ETF worth $177K as of Q3 2026.
VanEck Short Muni ETF was a new Elser Financial Planning position in Q3 2026.
VanEck Short Muni ETF made up 0.01% of Elser Financial Planning's portfolio in Q3 2026, its #132 holding.
21 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2026.

Based on Elser Financial Planning's 13F filing for Q3 2026, filed 16 Oct 2026.