Janney Montgomery Scott
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Janney Montgomery Scott’s VanEck Short Muni ETF SMB Stock Holding History

Janney Montgomery Scott’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 		$2.52M Buy
+145,836
New +$2.54M 0.01% 1166
2022
Q2 		– Sell
-30,107
Closed -$515K – 2426
2022
Q1 		$515K Sell
30,107
-1,953
-6% -$34.2K ﹤0.01% 1592
2021
Q4 		$574K Buy
32,060
+2,018
+7% +$36.2K ﹤0.01% 1636
2021
Q3 		$541K Buy
30,042
+2,317
+8% +$41.8K ﹤0.01% 1609
2021
Q2 		$501K Buy
27,725
+3,459
+14% +$62.5K ﹤0.01% 1635
2021
Q1 		$438K Buy
+24,266
New +$439K ﹤0.01% 1625
2019
Q2 		– Sell
-13,891
Closed -$244K – 2097
2019
Q1 		$244K Sell
13,891
-1,835
-12% -$32K ﹤0.01% 1760
2018
Q4 		$272K Buy
+15,726
New +$270K ﹤0.01% 1621

Other funds holding SMB

AF
Allworth Financial Folsom, California $24.6B 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 $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $564B AUM 30.12% 1-Year Est. Return