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	–	2371
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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Stifel Financial

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

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

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