Wealth Enhancement Advisory Services’s VanEck Short Muni ETF SMB Stock Holding History

Wealth Enhancement Advisory 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
2026 Q2	$196K	Sell	11,327 -2,682	-19%	-$46.4K	﹤0.01%	3603
2026 Q1	$242K	Sell	14,009 -6,268	-31%	-$109K	﹤0.01%	2981
2025 Q4	$352K	Sell	20,277 -4,805	-19%	-$83.4K	﹤0.01%	2784
2025 Q3	$436K	Sell	25,082 -2,280	-8%	-$39.5K	﹤0.01%	2474
2025 Q2	$473K	Sell	27,362 -1,359	-5%	-$23.2K	﹤0.01%	2266
2025 Q1	$492K	Buy	28,721 +3,198	+13%	+$54.9K	﹤0.01%	2078
2024 Q4	$436K	Buy	25,523 +549	+2%	+$9.43K	﹤0.01%	2092
2024 Q3	$432K	Buy	+24,974	New	+$429K	﹤0.01%	1920

Other funds holding SMB

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealth Enhancement Advisory Services's SMB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its VanEck Short Muni ETF (SMB) stake by 19% in Q2 2026, selling an estimated $46.4K and leaving 11,327 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #3603.

Wealth Enhancement Advisory Services first reported a position in SMB in Q3 2024 and has held it in 8 quarters since. The position peaked at $492K in Q1 2025. 104 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

Wealth Enhancement Advisory Services held 11,327 shares of VanEck Short Muni ETF worth $196K as of Q2 2026.
Wealth Enhancement Advisory Services sold 2,682 VanEck Short Muni ETF shares in Q2 2026, an estimated $46.4K.
VanEck Short Muni ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3603 holding.
Wealth Enhancement Advisory Services first reported a position in VanEck Short Muni ETF in Q3 2024 and has held it in 8 quarters since.
Wealth Enhancement Advisory Services's VanEck Short Muni ETF position peaked at $492K in Q1 2025.
104 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.