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

GS 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
2022 Q3	–	Sell	-1,600	Closed	-$27K	–	153
2022 Q2	$27K	Hold	1,600	–	–	0.02%	97
2022 Q1	$27K	Hold	1,600	–	–	0.02%	96
2021 Q4	$29K	Hold	1,600	–	–	0.01%	102
2021 Q3	$29K	Hold	1,600	–	–	0.02%	103
2021 Q2	$29K	Hold	1,600	–	–	0.04%	52
2021 Q1	$29K	Hold	1,600	–	–	0.06%	49
2020 Q4	$29K	Hold	1,600	–	–	0.03%	91
2020 Q3	$29K	Buy	+1,600	New	+$28.9K	0.08%	48

Other funds holding SMB

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

GS Investments's SMB Position: Q3 2022 in Review

GS Investments sold out of VanEck Short Muni ETF (SMB) in Q3 2022, closing a stake of 1,600 shares — an estimated $27K sold.

GS Investments first reported a position in SMB in Q3 2020 and held it in 8 quarters. The position peaked at $29K in Q4 2021. 109 funds tracked by Wall St. Rank hold SMB as of Q3 2022.

GS Investments reported no remaining VanEck Short Muni ETF position as of Q3 2022 after selling out during the quarter.
GS Investments sold 1,600 VanEck Short Muni ETF shares in Q3 2022, an estimated $27K.
GS Investments first reported a position in VanEck Short Muni ETF in Q3 2020 and held it in 8 quarters.
GS Investments's VanEck Short Muni ETF position peaked at $29K in Q4 2021.
109 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2022.

Based on GS Investments's 13F filing for Q3 2022, filed 10 Nov 2022.