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Strategic Financial Concepts’s VanEck Short Muni ETF SMB Stock Holding History

Strategic Financial Concepts’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
2026
Q2 		– Sell
-13,843
Closed -$239K – 304
2026
Q1 		$239K Buy
13,843
+256
+2% +$4.46K 0.06% 254
2025
Q4 		$237K Buy
+13,587
New +$236K 0.22% 101
2025
Q2 		– Sell
-14,619
Closed -$251K – 352
2025
Q1 		$251K Buy
14,619
+226
+2% +$3.88K 0.05% 267
2024
Q4 		$246K Buy
+14,393
New +$247K 0.05% 283
2024
Q3 		– Sell
-11,341
Closed -$193K – 658
2024
Q2 		$193K Buy
11,341
+290
+3% +$4.92K 0.11% 126
2024
Q1 		$188K Buy
11,051
+39
+0.4% +$665 0.05% 295
2023
Q4 		$188K Sell
11,012
-1,768
-14% -$29.8K 0.11% 134
2023
Q3 		$213K Buy
12,780
+1,532
+14% +$25.7K 0.07% 234
2023
Q2 		$189K Buy
11,248
+30
+0.3% +$506 0.07% 237
2023
Q1 		$191K Buy
+11,218
New +$190K 0.08% 223

Other funds holding SMB

AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Strategic Financial Concepts's SMB Position: Q2 2026 in Review

Strategic Financial Concepts sold out of VanEck Short Muni ETF (SMB) in Q2 2026, closing a stake of 13,843 shares — an estimated $239K sold.

Strategic Financial Concepts first reported a position in SMB in Q1 2023 and held it in 10 quarters. The position peaked at $251K in Q1 2025. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

  • Strategic Financial Concepts reported no remaining VanEck Short Muni ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Concepts sold 13,843 VanEck Short Muni ETF shares in Q2 2026, an estimated $239K.
  • Strategic Financial Concepts first reported a position in VanEck Short Muni ETF in Q1 2023 and held it in 10 quarters.
  • Strategic Financial Concepts's VanEck Short Muni ETF position peaked at $251K in Q1 2025.
  • 104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.