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

Prairie Sky 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
2023 Q4	–	Sell	-20,000	Closed	-$334K	–	80
2023 Q3	$334K	Hold	20,000	–	–	0.23%	52
2023 Q2	$337K	Buy	+20,000	New	+$337K	0.23%	53

Other funds holding SMB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Prairie Sky Financial Group's SMB Position: Q4 2023 in Review

Prairie Sky Financial Group sold out of VanEck Short Muni ETF (SMB) in Q4 2023, closing a stake of 20,000 shares — an estimated $334K sold.

Prairie Sky Financial Group first reported a position in SMB in Q2 2023 and held it in 2 quarters. The position peaked at $337K in Q2 2023. 95 funds tracked by Wall St. Rank hold SMB as of Q4 2023.

Prairie Sky Financial Group reported no remaining VanEck Short Muni ETF position as of Q4 2023 after selling out during the quarter.
Prairie Sky Financial Group sold 20,000 VanEck Short Muni ETF shares in Q4 2023, an estimated $334K.
Prairie Sky Financial Group first reported a position in VanEck Short Muni ETF in Q2 2023 and held it in 2 quarters.
Prairie Sky Financial Group's VanEck Short Muni ETF position peaked at $337K in Q2 2023.
95 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2023.

Based on Prairie Sky Financial Group's 13F filing for Q4 2023, filed 18 Jan 2024.