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

Nations 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
2022 Q2	–	Sell	-15,178	Closed	-$260K	–	561
2022 Q1	$260K	Buy	15,178 +11	+0.1%	+$192	0.03%	447
2021 Q4	$272K	Buy	15,167 +16	+0.1%	+$287	0.04%	406
2021 Q3	$273K	Buy	15,151 +12	+0.1%	+$217	0.04%	379
2021 Q2	$273K	Buy	15,139 +32	+0.2%	+$578	0.05%	345
2021 Q1	$272K	Buy	15,107 +42	+0.3%	+$759	0.06%	306
2020 Q4	$273K	Buy	15,065 +1,156	+8%	+$20.9K	0.07%	272
2020 Q3	$251K	Buy	13,909 +1,156	+9%	+$20.9K	0.08%	247
2020 Q2	$230K	Buy	+12,753	New	+$227K	0.08%	239

Other funds holding SMB

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

MHS

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

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Nations Financial Group's SMB Position: Q2 2022 in Review

Nations Financial Group sold out of VanEck Short Muni ETF (SMB) in Q2 2022, closing a stake of 15,178 shares — an estimated $260K sold.

Nations Financial Group first reported a position in SMB in Q2 2020 and held it in 8 quarters. The position peaked at $273K in Q3 2021. 102 funds tracked by Wall St. Rank hold SMB as of Q2 2022.

Nations Financial Group reported no remaining VanEck Short Muni ETF position as of Q2 2022 after selling out during the quarter.
Nations Financial Group sold 15,178 VanEck Short Muni ETF shares in Q2 2022, an estimated $260K.
Nations Financial Group first reported a position in VanEck Short Muni ETF in Q2 2020 and held it in 8 quarters.
Nations Financial Group's VanEck Short Muni ETF position peaked at $273K in Q3 2021.
102 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2022.

Based on Nations Financial Group's 13F filing for Q2 2022, filed 15 Aug 2022.