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Quotient Wealth Partners’s VanEck Short Muni ETF SMB Stock Holding History

Quotient Wealth Partners’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
2024
Q1 		– Sell
-25,920
Closed -$443K – 313
2023
Q4 		$443K Buy
+25,920
New +$437K 0.02% 181

Other funds holding SMB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Quotient Wealth Partners's SMB Position: Q1 2024 in Review

Quotient Wealth Partners sold out of VanEck Short Muni ETF (SMB) in Q1 2024, closing a stake of 25,920 shares — an estimated $443K sold.

Quotient Wealth Partners first reported a position in SMB in Q4 2023 and held it in 1 quarter. The position peaked at $443K in Q4 2023. 92 funds tracked by Wall St. Rank hold SMB as of Q1 2024.

  • Quotient Wealth Partners reported no remaining VanEck Short Muni ETF position as of Q1 2024 after selling out during the quarter.
  • Quotient Wealth Partners sold 25,920 VanEck Short Muni ETF shares in Q1 2024, an estimated $443K.
  • Quotient Wealth Partners first reported a position in VanEck Short Muni ETF in Q4 2023 and held it in 1 quarter.
  • Quotient Wealth Partners's VanEck Short Muni ETF position peaked at $443K in Q4 2023.
  • 92 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2024.

Based on Quotient Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.