Sowa Financial Group’s VanEck Short Muni ETF SMB Stock Holding History

Sowa Financial 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
2020 Q3	–	Sell	-294	Closed	-$5K	–	327
2020 Q2	$5K	Hold	294	–	–	﹤0.01%	276
2020 Q1	$5K	Hold	294	–	–	﹤0.01%	258
2019 Q4	$5K	Buy	+294	New	+$5.22K	﹤0.01%	270

Other funds holding SMB

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

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

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

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

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

EWMCB

EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCM

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

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Sowa Financial Group's SMB Position: Q3 2020 in Review

Sowa Financial Group sold out of VanEck Short Muni ETF (SMB) in Q3 2020, closing a stake of 294 shares — an estimated $5K sold.

Sowa Financial Group first reported a position in SMB in Q4 2019 and held it in 3 quarters. The position peaked at $5K in Q2 2020. 87 funds tracked by Wall St. Rank hold SMB as of Q3 2020.

Sowa Financial Group reported no remaining VanEck Short Muni ETF position as of Q3 2020 after selling out during the quarter.
Sowa Financial Group sold 294 VanEck Short Muni ETF shares in Q3 2020, an estimated $5K.
Sowa Financial Group first reported a position in VanEck Short Muni ETF in Q4 2019 and held it in 3 quarters.
Sowa Financial Group's VanEck Short Muni ETF position peaked at $5K in Q2 2020.
87 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2020.

Based on Sowa Financial Group's 13F filing for Q3 2020, filed 6 Oct 2020.