MIAN
SMB icon

Mariner Independent Advisor Network’s VanEck Short Muni ETF SMB Stock Holding History

Mariner Independent Advisor Network’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
2022
Q3 		$453K Hold
27,259
– – 0.02% 487
2022
Q2 		$465K Buy
+27,259
New +$462K 0.02% 478

Other funds holding SMB

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Mariner Independent Advisor Network's SMB Position: Q3 2022 in Review

Mariner Independent Advisor Network held its VanEck Short Muni ETF (SMB) position steady in Q3 2022 at 27,259 shares worth $453K. The position accounts for 0.02% of the portfolio, ranked #487.

Mariner Independent Advisor Network first reported a position in SMB in Q2 2022 and has held it in 2 quarters since. The position peaked at $465K in Q2 2022. 109 funds tracked by Wall St. Rank hold SMB as of Q3 2022.

  • Mariner Independent Advisor Network held 27,259 shares of VanEck Short Muni ETF worth $453K as of Q3 2022.
  • Mariner Independent Advisor Network left its VanEck Short Muni ETF share count unchanged in Q3 2022.
  • VanEck Short Muni ETF made up 0.02% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #487 holding.
  • Mariner Independent Advisor Network first reported a position in VanEck Short Muni ETF in Q2 2022 and has held it in 2 quarters since.
  • Mariner Independent Advisor Network's VanEck Short Muni ETF position peaked at $465K in Q2 2022.
  • 109 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.