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Juncture Wealth Strategies’s VanEck Short Muni ETF SMB Stock Holding History

Juncture Wealth Strategies’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
Q2 		$355K Hold
20,463
– – 0.09% 135
2026
Q1 		$354K Sell
20,463
-32
-0.2% -$557 0.12% 94
2025
Q4 		$357K Sell
20,495
-10,896
-35% -$189K 0.12% 89
2025
Q3 		$547K Sell
31,391
-571
-2% -$9.9K 0.18% 67
2025
Q2 		$552K Buy
31,962
+1,075
+3% +$18.4K 0.2% 63
2025
Q1 		$529K Buy
30,887
+75
+0.2% +$1.29K 0.21% 72
2024
Q4 		$527K Sell
30,812
-13,479
-30% -$232K 0.2% 70
2024
Q3 		$766K Sell
44,291
-10,107
-19% -$174K 0.3% 50
2024
Q2 		$925K Sell
54,398
-3,320
-6% -$56.3K 0.39% 44
2024
Q1 		$982K Buy
57,718
+890
+2% +$15.2K 0.42% 42
2023
Q4 		$971K Buy
56,828
+3,595
+7% +$60.6K 0.44% 45
2023
Q3 		$888K Buy
53,233
+1,305
+3% +$21.9K 0.43% 49
2023
Q2 		$874K Buy
51,928
+22,030
+74% +$371K 0.41% 46
2023
Q1 		$508K Sell
29,898
-132
-0.4% -$2.23K 0.25% 76
2022
Q4 		$507K Sell
30,030
-8,353
-22% -$140K 0.24% 70
2022
Q3 		$638K Sell
38,383
-10,747
-22% -$182K 0.32% 58
2022
Q2 		$840K Buy
49,130
+15,804
+47% +$268K 0.41% 42
2022
Q1 		$570K Buy
33,326
+1,487
+5% +$26K 0.27% 73
2021
Q4 		$570K Buy
31,839
+8,113
+34% +$145K 0.27% 73
2021
Q3 		$427K Buy
23,726
+818
+4% +$14.8K 0.23% 80
2021
Q2 		$414K Buy
22,908
+4,963
+28% +$89.6K 0.24% 79
2021
Q1 		$324K Buy
17,945
+4,604
+35% +$83.3K 0.2% 83
2020
Q4 		$242K Buy
13,341
+2,794
+26% +$50.5K 0.15% 99
2020
Q3 		$190K Buy
+10,547
New +$190K 0.13% 100
2019
Q1 		– Sell
-14,165
Closed -$245K – 127
2018
Q4 		$245K Sell
14,165
-3,062
-18% -$52.6K 0.17% 93
2018
Q3 		$296K Buy
17,227
+1,227
+8% +$21.2K 0.15% 93
2018
Q2 		$276K Buy
16,000
+1,952
+14% +$33.5K 0.15% 92
2018
Q1 		$242K Buy
14,048
+1,745
+14% +$30.1K 0.13% 86
2017
Q4 		$212K Buy
+12,303
New +$215K 0.12% 83

Other funds holding SMB

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return