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Peddock Capital Advisors’s VanEck Short Muni ETF SMB Stock Holding History

Peddock Capital Advisors’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
Q4 		– Sell
-29,270
Closed -$487K – 149
2022
Q3 		$487K Buy
+29,270
New +$497K 0.2% 110

Other funds holding SMB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
EWMCB
EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

Peddock Capital Advisors's SMB Position: Q4 2022 in Review

Peddock Capital Advisors sold out of VanEck Short Muni ETF (SMB) in Q4 2022, closing a stake of 29,270 shares — an estimated $487K sold.

Peddock Capital Advisors first reported a position in SMB in Q3 2022 and held it in 1 quarter. The position peaked at $487K in Q3 2022. 108 funds tracked by Wall St. Rank hold SMB as of Q4 2022.

  • Peddock Capital Advisors reported no remaining VanEck Short Muni ETF position as of Q4 2022 after selling out during the quarter.
  • Peddock Capital Advisors sold 29,270 VanEck Short Muni ETF shares in Q4 2022, an estimated $487K.
  • Peddock Capital Advisors first reported a position in VanEck Short Muni ETF in Q3 2022 and held it in 1 quarter.
  • Peddock Capital Advisors's VanEck Short Muni ETF position peaked at $487K in Q3 2022.
  • 108 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2022.

Based on Peddock Capital Advisors's 13F filing for Q4 2022, filed 2 Feb 2023.