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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

AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Juncture Wealth Strategies's SMB Position: Q2 2026 in Review

Juncture Wealth Strategies held its VanEck Short Muni ETF (SMB) position steady in Q2 2026 at 20,463 shares worth $355K. The position accounts for 0.09% of the portfolio, ranked #135.

Juncture Wealth Strategies first reported a position in SMB in Q4 2017 and has held it in 29 quarters since. The position peaked at $982K in Q1 2024. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

  • Juncture Wealth Strategies held 20,463 shares of VanEck Short Muni ETF worth $355K as of Q2 2026.
  • Juncture Wealth Strategies left its VanEck Short Muni ETF share count unchanged in Q2 2026.
  • VanEck Short Muni ETF made up 0.09% of Juncture Wealth Strategies's portfolio in Q2 2026, its #135 holding.
  • Juncture Wealth Strategies first reported a position in VanEck Short Muni ETF in Q4 2017 and has held it in 29 quarters since.
  • Juncture Wealth Strategies's VanEck Short Muni ETF position peaked at $982K in Q1 2024.
  • 104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.