Salomon & Ludwin’s VanEck Short Muni ETF SMB Stock Holding History

Salomon & Ludwin’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 Q2	–	Sell	-14,949	Closed	-$256K	–	132
2022 Q1	$256K	Hold	14,949	–	–	0.04%	105
2021 Q4	$268K	Hold	14,949	–	–	0.04%	99
2021 Q3	$269K	Hold	14,949	–	–	0.04%	83
2021 Q2	$270K	Buy	+14,949	New	+$270K	0.04%	73

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Salomon & Ludwin's SMB Position: Q2 2022 in Review

Salomon & Ludwin sold out of VanEck Short Muni ETF (SMB) in Q2 2022, closing a stake of 14,949 shares — an estimated $256K sold.

Salomon & Ludwin first reported a position in SMB in Q2 2021 and held it in 4 quarters. The position peaked at $270K in Q2 2021. 102 funds tracked by Wall St. Rank hold SMB as of Q2 2022.

Salomon & Ludwin reported no remaining VanEck Short Muni ETF position as of Q2 2022 after selling out during the quarter.
Salomon & Ludwin sold 14,949 VanEck Short Muni ETF shares in Q2 2022, an estimated $256K.
Salomon & Ludwin first reported a position in VanEck Short Muni ETF in Q2 2021 and held it in 4 quarters.
Salomon & Ludwin's VanEck Short Muni ETF position peaked at $270K in Q2 2021.
102 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2022.

Based on Salomon & Ludwin's 13F filing for Q2 2022, filed 3 Aug 2022.