EverSource Wealth Advisors’s VanEck Short Muni ETF SMB Stock Holding History

EverSource Wealth Advisors’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	$48K	Buy	2,765 +219	+9%	+$3.79K	﹤0.01%	1799
2026 Q1	$44K	Sell	2,546 -17,431	-87%	-$303K	﹤0.01%	1997
2025 Q4	$348K	Buy	19,977 +2,395	+14%	+$41.6K	0.01%	693
2025 Q3	$306K	Buy	17,582 +5,512	+46%	+$95.6K	0.01%	721
2025 Q2	$208K	Buy	12,070 +1,890	+19%	+$32.3K	0.01%	839
2025 Q1	$174K	Buy	+10,180	New	+$175K	0.01%	708

Other funds holding SMB

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EverSource Wealth Advisors's SMB Position: Q2 2026 in Review

EverSource Wealth Advisors increased its VanEck Short Muni ETF (SMB) stake by 8.6% in Q2 2026, buying an estimated $3.79K and bringing the position to 2,765 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #1799.

EverSource Wealth Advisors first reported a position in SMB in Q1 2025 and has held it in 6 quarters since. The position peaked at $348K in Q4 2025. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

EverSource Wealth Advisors held 2,765 shares of VanEck Short Muni ETF worth $48K as of Q2 2026.
EverSource Wealth Advisors bought 219 VanEck Short Muni ETF shares in Q2 2026, an estimated $3.79K.
VanEck Short Muni ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1799 holding.
EverSource Wealth Advisors first reported a position in VanEck Short Muni ETF in Q1 2025 and has held it in 6 quarters since.
EverSource Wealth Advisors's VanEck Short Muni ETF position peaked at $348K in Q4 2025.
104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.