Gradient Investments’s VanEck Short Muni ETF SMB Stock Holding History

Gradient Investments’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	$2.35M	Buy	135,162 +104	+0.1%	+$1.8K	0.03%	251
2026 Q1	$2.34M	Buy	135,058 +2,516	+2%	+$43.8K	0.04%	239
2025 Q4	$2.31M	Buy	132,542 +1,140	+0.9%	+$19.8K	0.04%	188
2025 Q3	$2.29M	Buy	131,402 +40,829	+45%	+$708K	0.04%	186
2025 Q2	$1.56M	Buy	+90,573	New	+$1.55M	0.03%	207

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

Gradient Investments's SMB Position: Q2 2026 in Review

Gradient Investments increased its VanEck Short Muni ETF (SMB) stake by 0.08% in Q2 2026, buying an estimated $1.8K and bringing the position to 135,162 shares worth $2.35M. The position accounts for 0.03% of the portfolio, ranked #251.

Gradient Investments first reported a position in SMB in Q2 2025 and has held it in 5 quarters since. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

Gradient Investments held 135,162 shares of VanEck Short Muni ETF worth $2.35M as of Q2 2026.
Gradient Investments bought 104 VanEck Short Muni ETF shares in Q2 2026, an estimated $1.8K.
VanEck Short Muni ETF made up 0.03% of Gradient Investments's portfolio in Q2 2026, its #251 holding.
Gradient Investments first reported a position in VanEck Short Muni ETF in Q2 2025 and has held it in 5 quarters since.
104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.