Johanson Financial Advisors’s VanEck Short Muni ETF SMB Stock Holding History

Johanson Financial 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
2021 Q4	$211K	Buy	+11,774	New	+$211K	0.06%	125

Other funds holding SMB

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

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

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

EWMCB

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

Johanson Financial Advisors's SMB Position: Q4 2021 in Review

Johanson Financial Advisors opened a new position in VanEck Short Muni ETF (SMB) in Q4 2021: 11,774 shares worth $211K. The stake represents 0.06% of the portfolio and ranks #125 among its holdings.

103 funds tracked by Wall St. Rank hold SMB as of Q4 2021.

Johanson Financial Advisors held 11,774 shares of VanEck Short Muni ETF worth $211K as of Q4 2021.
VanEck Short Muni ETF was a new Johanson Financial Advisors position in Q4 2021.
VanEck Short Muni ETF made up 0.06% of Johanson Financial Advisors's portfolio in Q4 2021, its #125 holding.
103 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.