Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s VanEck Short Muni ETF SMB Stock Holding History

Envestnet Portfolio 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
2026
Q2 		$375K Sell
21,587
-4,892
-18% -$84.6K ﹤0.01% 1093
2026
Q1 		$458K Sell
26,479
-1,252
-5% -$21.8K ﹤0.01% 942
2025
Q4 		$483K Buy
+27,731
New +$481K ﹤0.01% 1075

Other funds holding SMB

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Envestnet Portfolio Solutions's SMB Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its VanEck Short Muni ETF (SMB) stake by 18% in Q2 2026, selling an estimated $84.6K and leaving 21,587 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

Envestnet Portfolio Solutions first reported a position in SMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $483K in Q4 2025. 43 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

  • Envestnet Portfolio Solutions held 21,587 shares of VanEck Short Muni ETF worth $375K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 4,892 VanEck Short Muni ETF shares in Q2 2026, an estimated $84.6K.
  • VanEck Short Muni ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1093 holding.
  • Envestnet Portfolio Solutions first reported a position in VanEck Short Muni ETF in Q4 2025 and has held it in 3 quarters since.
  • Envestnet Portfolio Solutions's VanEck Short Muni ETF position peaked at $483K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.