First Horizon Advisors’s VanEck Short Muni ETF SMB Stock Holding History

First Horizon 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
2023 Q3	–	Sell	-1,040	Closed	-$17.5K	–	2496
2023 Q2	$17.5K	Hold	1,040	–	–	﹤0.01%	1319
2023 Q1	$17.7K	Hold	1,040	–	–	﹤0.01%	1305
2022 Q4	$17.6K	Hold	1,040	–	–	﹤0.01%	1300
2022 Q3	$17K	Buy	+1,040	New	+$17.6K	﹤0.01%	1306

Other funds holding SMB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

First Horizon Advisors's SMB Position: Q3 2023 in Review

First Horizon Advisors sold out of VanEck Short Muni ETF (SMB) in Q3 2023, closing a stake of 1,040 shares — an estimated $17.5K sold.

First Horizon Advisors first reported a position in SMB in Q3 2022 and held it in 4 quarters. The position peaked at $17.7K in Q1 2023. 94 funds tracked by Wall St. Rank hold SMB as of Q3 2023.

First Horizon Advisors reported no remaining VanEck Short Muni ETF position as of Q3 2023 after selling out during the quarter.
First Horizon Advisors sold 1,040 VanEck Short Muni ETF shares in Q3 2023, an estimated $17.5K.
First Horizon Advisors first reported a position in VanEck Short Muni ETF in Q3 2022 and held it in 4 quarters.
First Horizon Advisors's VanEck Short Muni ETF position peaked at $17.7K in Q1 2023.
94 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2023.

Based on First Horizon Advisors's 13F filing for Q3 2023, filed 27 Oct 2023.