Howe & Rusling’s VanEck Short Muni ETF SMB Stock Holding History

Howe & Rusling’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 Q4	–	Sell	-3,166	Closed	-$53K	–	903
2022 Q3	$53K	Buy	+3,166	New	+$53.7K	0.01%	319

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MHS

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

EWMCB

EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

Howe & Rusling's SMB Position: Q4 2022 in Review

Howe & Rusling sold out of VanEck Short Muni ETF (SMB) in Q4 2022, closing a stake of 3,166 shares — an estimated $53K sold.

Howe & Rusling first reported a position in SMB in Q3 2022 and held it in 1 quarter. The position peaked at $53K in Q3 2022. 108 funds tracked by Wall St. Rank hold SMB as of Q4 2022.

Howe & Rusling reported no remaining VanEck Short Muni ETF position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 3,166 VanEck Short Muni ETF shares in Q4 2022, an estimated $53K.
Howe & Rusling first reported a position in VanEck Short Muni ETF in Q3 2022 and held it in 1 quarter.
Howe & Rusling's VanEck Short Muni ETF position peaked at $53K in Q3 2022.
108 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.