GeoWealth Management’s VanEck Short Muni ETF SMB Stock Holding History

GeoWealth 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	-9,444	Closed	-$159K	–	433
2022 Q4	$159K	Sell	9,444 -23,436	-71%	-$392K	0.02%	259
2022 Q3	$547K	Buy	32,880 +9,587	+41%	+$163K	0.06%	157
2022 Q2	$398K	Sell	23,293 -1,924	-8%	-$32.6K	0.05%	180
2022 Q1	$432K	Buy	+25,217	New	+$441K	0.04%	225

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

GeoWealth Management's SMB Position: Q1 2023 in Review

GeoWealth Management sold out of VanEck Short Muni ETF (SMB) in Q1 2023, closing a stake of 9,444 shares — an estimated $159K sold.

GeoWealth Management first reported a position in SMB in Q1 2022 and held it in 4 quarters. The position peaked at $547K in Q3 2022. 102 funds tracked by Wall St. Rank hold SMB as of Q1 2023.

GeoWealth Management reported no remaining VanEck Short Muni ETF position as of Q1 2023 after selling out during the quarter.
GeoWealth Management sold 9,444 VanEck Short Muni ETF shares in Q1 2023, an estimated $159K.
GeoWealth Management first reported a position in VanEck Short Muni ETF in Q1 2022 and held it in 4 quarters.
GeoWealth Management's VanEck Short Muni ETF position peaked at $547K in Q3 2022.
102 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2023.

Based on GeoWealth Management's 13F filing for Q1 2023, filed 12 May 2023.