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 Q3	$455K	Buy	26,895 +15,568	+137%	+$268K	﹤0.01%	2929
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 $5.51B AUM 33.52% 1-Year Est. Return

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

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 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

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

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

Wealth Enhancement Advisory Services's SMB Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its VanEck Short Muni ETF (SMB) stake by 137% in Q3 2026, buying an estimated $268K and bringing the position to 26,895 shares worth $455K. The position accounts for ﹤0.01% of the portfolio, ranked #2929.

Wealth Enhancement Advisory Services first reported a position in SMB in Q3 2024 and has held it in 9 quarters since. The position peaked at $492K in Q1 2025. 12 funds tracked by Wall St. Rank hold SMB as of Q3 2026.

Wealth Enhancement Advisory Services held 26,895 shares of VanEck Short Muni ETF worth $455K as of Q3 2026.
Wealth Enhancement Advisory Services bought 15,568 VanEck Short Muni ETF shares in Q3 2026, an estimated $268K.
VanEck Short Muni ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2929 holding.
Wealth Enhancement Advisory Services first reported a position in VanEck Short Muni ETF in Q3 2024 and has held it in 9 quarters since.
Wealth Enhancement Advisory Services's VanEck Short Muni ETF position peaked at $492K in Q1 2025.
12 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.