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PFG Investments’s VanEck Short Muni ETF SMB Stock Holding History

PFG Investments’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
Q2 		$211K Sell
12,187
-268
-2% -$4.64K 0.01% 1147
2026
Q1 		$215K Buy
12,455
+50
+0.4% +$870 0.01% 1033
2025
Q4 		$216K Sell
12,405
-664
-5% -$11.5K 0.01% 980
2025
Q3 		$228K Sell
13,069
-2,091
-14% -$36.3K 0.01% 911
2025
Q2 		$262K Sell
15,160
-1,532
-9% -$26.2K 0.02% 794
2025
Q1 		$286K Sell
16,692
-55
-0.3% -$944 0.02% 732
2024
Q4 		$286K Sell
16,747
-672
-4% -$11.5K 0.02% 733
2024
Q3 		$301K Sell
17,419
-944
-5% -$16.2K 0.02% 709
2024
Q2 		$312K Sell
18,363
-3,555
-16% -$60.3K 0.02% 635
2024
Q1 		$373K Buy
21,918
+1,345
+7% +$22.9K 0.02% 650
2023
Q4 		$352K Sell
20,573
-4,182
-17% -$70.5K 0.07% 318
2023
Q3 		$413K Sell
24,755
-416
-2% -$6.98K 0.08% 274
2023
Q2 		$424K Sell
25,171
-3,323
-12% -$56K 0.08% 285
2023
Q1 		$484K Buy
+28,494
New +$482K 0.1% 242

Other funds holding SMB

AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PFG Investments's SMB Position: Q2 2026 in Review

PFG Investments reduced its VanEck Short Muni ETF (SMB) stake by 2.2% in Q2 2026, selling an estimated $4.64K and leaving 12,187 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #1147.

PFG Investments first reported a position in SMB in Q1 2023 and has held it in 14 quarters since. The position peaked at $484K in Q1 2023. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

  • PFG Investments held 12,187 shares of VanEck Short Muni ETF worth $211K as of Q2 2026.
  • PFG Investments sold 268 VanEck Short Muni ETF shares in Q2 2026, an estimated $4.64K.
  • VanEck Short Muni ETF made up 0.01% of PFG Investments's portfolio in Q2 2026, its #1147 holding.
  • PFG Investments first reported a position in VanEck Short Muni ETF in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's VanEck Short Muni ETF position peaked at $484K in Q1 2023.
  • 104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.