Sowell Financial Services’s VanEck Short Muni ETF SMB Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-7,352	Closed	-$133K	–	2368
2021 Q1	$133K	Hold	7,352	–	–	﹤0.01%	1249
2020 Q4	$133K	Sell	7,352 -670	-8%	-$12.1K	0.01%	1038
2020 Q3	$145K	Sell	8,022 -84	-1%	-$1.52K	0.01%	844
2020 Q2	$146K	Buy	8,106 +2,504	+45%	+$44.5K	0.01%	843
2020 Q1	$97K	Sell	5,602 -68,303	-92%	-$1.21M	0.01%	853
2019 Q4	$1.31M	Buy	73,905 +67,653	+1,082%	+$1.2M	0.1%	213
2019 Q3	$111K	Buy	+6,252	New	+$111K	0.01%	794

Other funds holding SMB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

EWMCB

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

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

Sowell Financial Services's SMB Position: Q2 2021 in Review

Sowell Financial Services sold out of VanEck Short Muni ETF (SMB) in Q2 2021, closing a stake of 7,352 shares — an estimated $133K sold.

Sowell Financial Services first reported a position in SMB in Q3 2019 and held it in 7 quarters. The position peaked at $1.31M in Q4 2019. 93 funds tracked by Wall St. Rank hold SMB as of Q2 2021.

Sowell Financial Services reported no remaining VanEck Short Muni ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 7,352 VanEck Short Muni ETF shares in Q2 2021, an estimated $133K.
Sowell Financial Services first reported a position in VanEck Short Muni ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's VanEck Short Muni ETF position peaked at $1.31M in Q4 2019.
93 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.