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

Prime Capital Investment 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
2026 Q1	–	Sell	-11,055	Closed	-$192K	–	1103
2025 Q4	$192K	Sell	11,055 -18,603	-63%	-$323K	﹤0.01%	968
2025 Q3	$517K	Buy	29,658 +2,214	+8%	+$38.4K	0.01%	624
2025 Q2	$474K	Buy	27,444 +179	+0.7%	+$3.06K	0.01%	632
2025 Q1	$467K	Sell	27,265 -769	-3%	-$13.2K	0.01%	694
2024 Q4	$479K	Buy	28,034 +125	+0.4%	+$2.15K	0.01%	580
2024 Q3	$483K	Sell	27,909 -2,476	-8%	-$42.5K	0.01%	601
2024 Q2	$517K	Sell	30,385 -13,100	-30%	-$222K	0.01%	563
2024 Q1	$740K	Hold	43,485	–	–	0.01%	523
2023 Q4	$743K	Buy	43,485 +1,954	+5%	+$33K	0.01%	485
2023 Q3	$693K	Sell	41,531 -16,816	-29%	-$282K	0.01%	408
2023 Q2	$982K	Buy	+58,347	New	+$984K	0.02%	361

Other funds holding SMB

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prime Capital Investment Advisors's SMB Position: Q1 2026 in Review

Prime Capital Investment Advisors sold out of VanEck Short Muni ETF (SMB) in Q1 2026, closing a stake of 11,055 shares — an estimated $192K sold.

Prime Capital Investment Advisors first reported a position in SMB in Q2 2023 and held it in 11 quarters. The position peaked at $982K in Q2 2023. 102 funds tracked by Wall St. Rank hold SMB as of Q1 2026.

Prime Capital Investment Advisors reported no remaining VanEck Short Muni ETF position as of Q1 2026 after selling out during the quarter.
Prime Capital Investment Advisors sold 11,055 VanEck Short Muni ETF shares in Q1 2026, an estimated $192K.
Prime Capital Investment Advisors first reported a position in VanEck Short Muni ETF in Q2 2023 and held it in 11 quarters.
Prime Capital Investment Advisors's VanEck Short Muni ETF position peaked at $982K in Q2 2023.
102 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.