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 Q3	$2.22M	Sell	131,379 -2,627	-2%	-$45.1K	0.05%	171
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

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Valeo Financial Advisors's SMB Position: Q3 2026 in Review

Valeo Financial Advisors reduced its VanEck Short Muni ETF (SMB) stake by 2% in Q3 2026, selling an estimated $45.1K and leaving 131,379 shares worth $2.22M. The position accounts for 0.05% of the portfolio, ranked #171.

Valeo Financial Advisors first reported a position in SMB in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.73M in Q4 2025. 12 funds tracked by Wall St. Rank hold SMB as of Q3 2026.

Valeo Financial Advisors held 131,379 shares of VanEck Short Muni ETF worth $2.22M as of Q3 2026.
Valeo Financial Advisors sold 2,627 VanEck Short Muni ETF shares in Q3 2026, an estimated $45.1K.
VanEck Short Muni ETF made up 0.05% of Valeo Financial Advisors's portfolio in Q3 2026, its #171 holding.
Valeo Financial Advisors first reported a position in VanEck Short Muni ETF in Q4 2025 and has held it in 4 quarters since.
Valeo Financial Advisors's VanEck Short Muni ETF position peaked at $2.73M in Q4 2025.
12 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.