Wealth Enhancement Advisory Services

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

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return