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 Q3	$2.27M	Sell	133,993 -1,169	-0.9%	-$20.1K	0.03%	247
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

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Gradient Investments's SMB Position: Q3 2026 in Review

Gradient Investments reduced its VanEck Short Muni ETF (SMB) stake by 0.86% in Q3 2026, selling an estimated $20.1K and leaving 133,993 shares worth $2.27M. The position accounts for 0.03% of the portfolio, ranked #247.

Gradient Investments first reported a position in SMB in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.35M in Q2 2026. 12 funds tracked by Wall St. Rank hold SMB as of Q3 2026.

Gradient Investments held 133,993 shares of VanEck Short Muni ETF worth $2.27M as of Q3 2026.
Gradient Investments sold 1,169 VanEck Short Muni ETF shares in Q3 2026, an estimated $20.1K.
VanEck Short Muni ETF made up 0.03% of Gradient Investments's portfolio in Q3 2026, its #247 holding.
Gradient Investments first reported a position in VanEck Short Muni ETF in Q2 2025 and has held it in 6 quarters since.
Gradient Investments's VanEck Short Muni ETF position peaked at $2.35M in Q2 2026.
12 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.