RMR Wealth Builders’s VanEck Short Muni ETF SMB Stock Holding History

RMR Wealth Builders’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
2022 Q3	–	Sell	-83,742	Closed	-$1.43M	–	210
2022 Q2	$1.43M	Sell	83,742 -19,861	-19%	-$336K	0.36%	39
2022 Q1	$1.77M	Buy	103,603 +60,457	+140%	+$1.06M	0.38%	43
2021 Q4	$773K	Buy	+43,146	New	+$774K	0.22%	45

Other funds holding SMB

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

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

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

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

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

RMR Wealth Builders's SMB Position: Q3 2022 in Review

RMR Wealth Builders sold out of VanEck Short Muni ETF (SMB) in Q3 2022, closing a stake of 83,742 shares — an estimated $1.43M sold.

RMR Wealth Builders first reported a position in SMB in Q4 2021 and held it in 3 quarters. The position peaked at $1.77M in Q1 2022. 109 funds tracked by Wall St. Rank hold SMB as of Q3 2022.

RMR Wealth Builders reported no remaining VanEck Short Muni ETF position as of Q3 2022 after selling out during the quarter.
RMR Wealth Builders sold 83,742 VanEck Short Muni ETF shares in Q3 2022, an estimated $1.43M.
RMR Wealth Builders first reported a position in VanEck Short Muni ETF in Q4 2021 and held it in 3 quarters.
RMR Wealth Builders's VanEck Short Muni ETF position peaked at $1.77M in Q1 2022.
109 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2022.

Based on RMR Wealth Builders's 13F filing for Q3 2022, filed 8 Nov 2022.