XML Financial’s VanEck Short Muni ETF SMB Stock Holding History

XML Financial’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
2023 Q3	–	Sell	-14,608	Closed	-$246K	–	338
2023 Q2	$246K	Buy	+14,608	New	+$246K	0.03%	295

Other funds holding SMB

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

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

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

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

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

XML Financial's SMB Position: Q3 2023 in Review

XML Financial sold out of VanEck Short Muni ETF (SMB) in Q3 2023, closing a stake of 14,608 shares — an estimated $246K sold.

XML Financial first reported a position in SMB in Q2 2023 and held it in 1 quarter. The position peaked at $246K in Q2 2023. 94 funds tracked by Wall St. Rank hold SMB as of Q3 2023.

XML Financial reported no remaining VanEck Short Muni ETF position as of Q3 2023 after selling out during the quarter.
XML Financial sold 14,608 VanEck Short Muni ETF shares in Q3 2023, an estimated $246K.
XML Financial first reported a position in VanEck Short Muni ETF in Q2 2023 and held it in 1 quarter.
XML Financial's VanEck Short Muni ETF position peaked at $246K in Q2 2023.
94 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2023.

Based on XML Financial's 13F filing for Q3 2023, filed 6 Nov 2023.