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Steward Partners Investment Advisory’s VanEck Short Muni ETF SMB Stock Holding History

Steward Partners Investment Advisory’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
Q4 		– Sell
-1,382
Closed -$25K – 3311
2021
Q3 		$25K Hold
1,382
– – ﹤0.01% 2228
2021
Q2 		$25K Buy
+1,382
New +$25K ﹤0.01% 4729

Other funds holding SMB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
EWMCB
EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

Steward Partners Investment Advisory's SMB Position: Q4 2021 in Review

Steward Partners Investment Advisory sold out of VanEck Short Muni ETF (SMB) in Q4 2021, closing a stake of 1,382 shares — an estimated $25K sold.

Steward Partners Investment Advisory first reported a position in SMB in Q2 2021 and held it in 2 quarters. The position peaked at $25K in Q3 2021. 103 funds tracked by Wall St. Rank hold SMB as of Q4 2021.

  • Steward Partners Investment Advisory reported no remaining VanEck Short Muni ETF position as of Q4 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,382 VanEck Short Muni ETF shares in Q4 2021, an estimated $25K.
  • Steward Partners Investment Advisory first reported a position in VanEck Short Muni ETF in Q2 2021 and held it in 2 quarters.
  • Steward Partners Investment Advisory's VanEck Short Muni ETF position peaked at $25K in Q3 2021.
  • 103 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2021, filed 8 Feb 2022.