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

Leisure 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
2025 Q1	–	Sell	-23,171	Closed	-$396K	–	149
2024 Q4	$396K	Buy	+23,171	New	+$398K	0.16%	108
2023 Q2	–	Sell	-36,677	Closed	-$624K	–	135
2023 Q1	$624K	Sell	36,677 -158,044	-81%	-$2.67M	0.36%	89
2022 Q4	$3.29M	Buy	+194,721	New	+$3.26M	1.7%	11

Other funds holding SMB

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Leisure Capital Management's SMB Position: Q1 2025 in Review

Leisure Capital Management sold out of VanEck Short Muni ETF (SMB) in Q1 2025, closing a stake of 23,171 shares — an estimated $396K sold.

Leisure Capital Management first reported a position in SMB in Q4 2022 and held it in 3 quarters. The position peaked at $3.29M in Q4 2022. 91 funds tracked by Wall St. Rank hold SMB as of Q1 2025.

Leisure Capital Management reported no remaining VanEck Short Muni ETF position as of Q1 2025 after selling out during the quarter.
Leisure Capital Management sold 23,171 VanEck Short Muni ETF shares in Q1 2025, an estimated $396K.
Leisure Capital Management first reported a position in VanEck Short Muni ETF in Q4 2022 and held it in 3 quarters.
Leisure Capital Management's VanEck Short Muni ETF position peaked at $3.29M in Q4 2022.
91 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2025.

Based on Leisure Capital Management's 13F filing for Q1 2025, filed 9 May 2025.