EPG Wealth Management’s VanEck Short Muni ETF SMB Stock Holding History

EPG 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
2023 Q1	–	Sell	-3,791	Closed	-$64K	–	422
2022 Q4	$64K	Hold	3,791	–	–	0.02%	252
2022 Q3	$63K	Buy	+3,791	New	+$64.3K	0.03%	248
2022 Q2	–	Sell	-3,791	Closed	-$65K	–	369
2022 Q1	$65K	Hold	3,791	–	–	0.02%	277
2021 Q4	$68K	Hold	3,791	–	–	0.02%	275
2021 Q3	$68K	Buy	+3,791	New	+$68.5K	0.03%	257
2020 Q2	–	Sell	-3,786	Closed	-$66K	–	657
2020 Q1	$66K	Hold	3,786	–	–	0.05%	238
2019 Q4	$67K	Buy	+3,786	New	+$67.2K	0.05%	194

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

EPG Wealth Management's SMB Position: Q1 2023 in Review

EPG Wealth Management sold out of VanEck Short Muni ETF (SMB) in Q1 2023, closing a stake of 3,791 shares — an estimated $64K sold.

EPG Wealth Management first reported a position in SMB in Q4 2019 and held it in 7 quarters. The position peaked at $68K in Q4 2021. 102 funds tracked by Wall St. Rank hold SMB as of Q1 2023.

EPG Wealth Management reported no remaining VanEck Short Muni ETF position as of Q1 2023 after selling out during the quarter.
EPG Wealth Management sold 3,791 VanEck Short Muni ETF shares in Q1 2023, an estimated $64K.
EPG Wealth Management first reported a position in VanEck Short Muni ETF in Q4 2019 and held it in 7 quarters.
EPG Wealth Management's VanEck Short Muni ETF position peaked at $68K in Q4 2021.
102 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2023.

Based on EPG Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.