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Valeo Financial Advisors’s VanEck Short Muni ETF SMB Stock Holding History

Valeo Financial Advisors’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 		$2.33M Sell
134,006
-2,666
-2% -$46.1K 0.05% 155
2026
Q1 		$2.36M Sell
136,672
-20,328
-13% -$354K 0.06% 140
2025
Q4 		$2.73M Buy
+157,000
New +$2.73M 0.06% 144

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

Valeo Financial Advisors's SMB Position: Q2 2026 in Review

Valeo Financial Advisors reduced its VanEck Short Muni ETF (SMB) stake by 2% in Q2 2026, selling an estimated $46.1K and leaving 134,006 shares worth $2.33M. The position accounts for 0.05% of the portfolio, ranked #155.

Valeo Financial Advisors first reported a position in SMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.73M in Q4 2025. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

  • Valeo Financial Advisors held 134,006 shares of VanEck Short Muni ETF worth $2.33M as of Q2 2026.
  • Valeo Financial Advisors sold 2,666 VanEck Short Muni ETF shares in Q2 2026, an estimated $46.1K.
  • VanEck Short Muni ETF made up 0.05% of Valeo Financial Advisors's portfolio in Q2 2026, its #155 holding.
  • Valeo Financial Advisors first reported a position in VanEck Short Muni ETF in Q4 2025 and has held it in 3 quarters since.
  • Valeo Financial Advisors's VanEck Short Muni ETF position peaked at $2.73M in Q4 2025.
  • 104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.