Wealthcare Advisory Partners’s VanEck Short Muni ETF SMB Stock Holding History

Wealthcare Advisory Partners’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
2025 Q1	–	Sell	-22,135	Closed	-$378K	–	947
2024 Q4	$378K	Sell	22,135 -3,033	-12%	-$52.1K	0.01%	643
2024 Q3	$435K	Sell	25,168 -2,663	-10%	-$45.7K	0.01%	599
2024 Q2	$473K	Sell	27,831 -12,288	-31%	-$208K	0.01%	549
2024 Q1	$683K	Sell	40,119 -4,167	-9%	-$71K	0.02%	481
2023 Q4	$757K	Sell	44,286 -133,185	-75%	-$2.25M	0.03%	390
2023 Q3	$2.96M	Sell	177,471 -20,787	-10%	-$349K	0.14%	131
2023 Q2	$3.34M	Buy	198,258 +28,428	+17%	+$479K	0.15%	117
2023 Q1	$2.89M	Sell	169,830 -30,095	-15%	-$509K	0.12%	138
2022 Q4	$3.37M	Sell	199,925 -2,897	-1%	-$48.5K	0.16%	108
2022 Q3	$3.37M	Buy	202,822 +78,697	+63%	+$1.34M	0.19%	94
2022 Q2	$2.12M	Buy	124,125 +112,562	+973%	+$1.91M	0.13%	109
2022 Q1	$198K	Buy	+11,563	New	+$202K	0.01%	524
2021 Q2	–	Sell	-8,006	Closed	-$144K	–	1662
2021 Q1	$144K	Buy	+8,006	New	+$145K	0.01%	562

Other funds holding SMB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthcare Advisory Partners's SMB Position: Q1 2025 in Review

Wealthcare Advisory Partners sold out of VanEck Short Muni ETF (SMB) in Q1 2025, closing a stake of 22,135 shares — an estimated $378K sold.

Wealthcare Advisory Partners first reported a position in SMB in Q1 2021 and held it in 13 quarters. The position peaked at $3.37M in Q4 2022. 91 funds tracked by Wall St. Rank hold SMB as of Q1 2025.

Wealthcare Advisory Partners reported no remaining VanEck Short Muni ETF position as of Q1 2025 after selling out during the quarter.
Wealthcare Advisory Partners sold 22,135 VanEck Short Muni ETF shares in Q1 2025, an estimated $378K.
Wealthcare Advisory Partners first reported a position in VanEck Short Muni ETF in Q1 2021 and held it in 13 quarters.
Wealthcare Advisory Partners's VanEck Short Muni ETF position peaked at $3.37M in Q4 2022.
91 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2025, filed 15 Apr 2025.