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Gateway Wealth Partners’s VanEck Short Muni ETF SMB Stock Holding History

Gateway Wealth Partners’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
-11,136
Closed -$187K – 270
2023
Q2 		$187K Buy
11,136
+28
+0.3% +$472 0.03% 238
2023
Q1 		$189K Buy
11,108
+15
+0.1% +$254 0.03% 216
2022
Q4 		$187K Buy
+11,093
New +$186K 0.03% 194

Other funds holding SMB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Gateway Wealth Partners's SMB Position: Q3 2023 in Review

Gateway Wealth Partners sold out of VanEck Short Muni ETF (SMB) in Q3 2023, closing a stake of 11,136 shares — an estimated $187K sold.

Gateway Wealth Partners first reported a position in SMB in Q4 2022 and held it in 3 quarters. The position peaked at $189K in Q1 2023. 94 funds tracked by Wall St. Rank hold SMB as of Q3 2023.

  • Gateway Wealth Partners reported no remaining VanEck Short Muni ETF position as of Q3 2023 after selling out during the quarter.
  • Gateway Wealth Partners sold 11,136 VanEck Short Muni ETF shares in Q3 2023, an estimated $187K.
  • Gateway Wealth Partners first reported a position in VanEck Short Muni ETF in Q4 2022 and held it in 3 quarters.
  • Gateway Wealth Partners's VanEck Short Muni ETF position peaked at $189K in Q1 2023.
  • 94 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2023.

Based on Gateway Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.