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IFP Advisors’s VanEck Short Muni ETF SMB Stock Holding History

IFP Advisors’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
Q1 		$121K Hold
7,000
– – ﹤0.01% 1711
2025
Q4 		$122K Sell
7,000
-50
-0.7% -$868 ﹤0.01% 1671
2025
Q3 		$123K Sell
7,050
-950
-12% -$16.5K ﹤0.01% 1555
2025
Q2 		$138K Hold
8,000
– – ﹤0.01% 1461
2025
Q1 		$137K Buy
+8,000
New +$137K ﹤0.01% 1354
2016
Q4 		– Sell
-864
Closed -$15K – 4120
2016
Q3 		$15K Buy
864
+2
+0.2% +$35 ﹤0.01% 2601
2016
Q2 		$15K Buy
+862
New +$15.2K ﹤0.01% 2547
2016
Q1 		– Sell
-856
Closed -$15K – 3291
2015
Q4 		$15K Buy
+856
New +$15K ﹤0.01% 2342

Other funds holding SMB

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return