MFG
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Merit Financial Group’s VanEck Short Muni ETF SMB Stock Holding History

Merit Financial Group’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
Q1 		$637K Buy
36,828
+106
+0.3% +$1.84K ﹤0.01% 1228
2025
Q4 		$639K Buy
36,722
+292
+0.8% +$5.07K 0.01% 1148
2025
Q3 		$635K Buy
36,430
+107
+0.3% +$1.85K 0.01% 1051
2025
Q2 		$627K Sell
36,323
-2,991
-8% -$51.1K 0.01% 993
2025
Q1 		$674K Buy
39,314
+9,334
+31% +$160K 0.01% 809
2024
Q4 		$512K Buy
29,980
+247
+0.8% +$4.24K 0.01% 721
2024
Q3 		$514K Buy
29,733
+60
+0.2% +$1.03K 0.01% 549
2024
Q2 		$504K Hold
29,673
– – 0.01% 575
2024
Q1 		$503K Hold
29,673
– – 0.01% 569
2023
Q4 		$507K Hold
29,673
– – 0.02% 492
2023
Q3 		$495K Buy
+29,673
New +$498K 0.02% 462

Other funds holding SMB

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return