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Joseph Group Capital Management’s VanEck Short Muni ETF SMB Stock Holding History

Joseph Group Capital Management’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
2024
Q1 		– Sell
-14,300
Closed -$244K – 87
2023
Q4 		$244K Buy
+14,300
New +$241K 0.14% 48

Other funds holding SMB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Joseph Group Capital Management's SMB Position: Q1 2024 in Review

Joseph Group Capital Management sold out of VanEck Short Muni ETF (SMB) in Q1 2024, closing a stake of 14,300 shares — an estimated $244K sold.

Joseph Group Capital Management first reported a position in SMB in Q4 2023 and held it in 1 quarter. The position peaked at $244K in Q4 2023. 92 funds tracked by Wall St. Rank hold SMB as of Q1 2024.

  • Joseph Group Capital Management reported no remaining VanEck Short Muni ETF position as of Q1 2024 after selling out during the quarter.
  • Joseph Group Capital Management sold 14,300 VanEck Short Muni ETF shares in Q1 2024, an estimated $244K.
  • Joseph Group Capital Management first reported a position in VanEck Short Muni ETF in Q4 2023 and held it in 1 quarter.
  • Joseph Group Capital Management's VanEck Short Muni ETF position peaked at $244K in Q4 2023.
  • 92 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2024.

Based on Joseph Group Capital Management's 13F filing for Q1 2024, filed 13 May 2024.