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Prosperity Consulting Group’s VanEck Short Muni ETF SMB Stock Holding History

Prosperity Consulting 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
2026
Q1 		$1.78M Sell
103,159
-13,442
-12% -$234K 0.08% 165
2025
Q4 		$2.03M Sell
116,601
-14,789
-11% -$257K 0.09% 160
2025
Q3 		$2.29M Sell
131,390
-35,841
-21% -$621K 0.11% 142
2025
Q2 		$2.89M Sell
167,231
-8,689
-5% -$148K 0.21% 107
2025
Q1 		$3.01M Sell
175,920
-9,727
-5% -$167K 0.23% 103
2024
Q4 		$3.17M Sell
185,647
-7,118
-4% -$122K 0.24% 96
2024
Q3 		$3.33M Sell
192,765
-25,858
-12% -$444K 0.26% 92
2024
Q2 		$3.72M Sell
218,623
-17,978
-8% -$305K 0.5% 54
2024
Q1 		$4.03M Buy
+236,601
New +$4.03M 0.51% 55

Other funds holding SMB

AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return