Prospera Financial Services
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Prospera Financial Services’s VanEck Short Muni ETF SMB Stock Holding History

Prospera Financial Services’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
2020
Q4 		– Sell
-266
Closed -$5K – 1421
2020
Q3 		$5K Buy
+266
New +$4.8K ﹤0.01% 1296

Other funds holding SMB

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EWMCB
EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Prospera Financial Services's SMB Position: Q4 2020 in Review

Prospera Financial Services sold out of VanEck Short Muni ETF (SMB) in Q4 2020, closing a stake of 266 shares — an estimated $5K sold.

Prospera Financial Services first reported a position in SMB in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 87 funds tracked by Wall St. Rank hold SMB as of Q4 2020.

  • Prospera Financial Services reported no remaining VanEck Short Muni ETF position as of Q4 2020 after selling out during the quarter.
  • Prospera Financial Services sold 266 VanEck Short Muni ETF shares in Q4 2020, an estimated $5K.
  • Prospera Financial Services first reported a position in VanEck Short Muni ETF in Q3 2020 and held it in 1 quarter.
  • Prospera Financial Services's VanEck Short Muni ETF position peaked at $5K in Q3 2020.
  • 87 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2020.

Based on Prospera Financial Services's 13F filing for Q4 2020, filed 12 Feb 2021.