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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
Q3 		$345K Sell
20,396
-67
-0.3% -$1.15K 0.09% 141
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

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Juncture Wealth Strategies's SMB Position: Q3 2026 in Review

Juncture Wealth Strategies reduced its VanEck Short Muni ETF (SMB) stake by 0.33% in Q3 2026, selling an estimated $1.15K and leaving 20,396 shares worth $345K. The position accounts for 0.09% of the portfolio, ranked #141.

Juncture Wealth Strategies first reported a position in SMB in Q4 2017 and has held it in 30 quarters since. The position peaked at $982K in Q1 2024. 12 funds tracked by Wall St. Rank hold SMB as of Q3 2026.

  • Juncture Wealth Strategies held 20,396 shares of VanEck Short Muni ETF worth $345K as of Q3 2026.
  • Juncture Wealth Strategies sold 67 VanEck Short Muni ETF shares in Q3 2026, an estimated $1.15K.
  • VanEck Short Muni ETF made up 0.09% of Juncture Wealth Strategies's portfolio in Q3 2026, its #141 holding.
  • Juncture Wealth Strategies first reported a position in VanEck Short Muni ETF in Q4 2017 and has held it in 30 quarters since.
  • Juncture Wealth Strategies's VanEck Short Muni ETF position peaked at $982K in Q1 2024.
  • 12 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2026.

Based on Juncture Wealth Strategies's 13F filing for Q3 2026, filed 6 Oct 2026.