1620 Investment Advisors’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

1620 Investment Advisors’s Portfolio SMOT Stock Details SMOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$32.8K	Sell	845 -340	-29%	-$12.8K	0.02%	365
2026 Q1	$41.7K	Buy	1,185 +350	+42%	+$12.8K	0.03%	322
2025 Q4	$30.2K	Buy	835 +335	+67%	+$12.1K	0.02%	350
2025 Q3	$18K	Hold	500	–	–	0.01%	402
2025 Q2	$17.4K	Buy	500 +125	+33%	+$4.08K	0.01%	414
2025 Q1	$12.3K	Buy	375 +5	+1%	+$175	0.01%	421
2024 Q4	$12.8K	Buy	370 +5	+1%	+$178	0.01%	430
2024 Q3	$12.8K	Buy	+365	New	+$12.1K	0.01%	449

Other funds holding SMOT

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

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

GLA

Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return

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

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

FAL

Focused Alpha LLC Denver, Colorado $390M AUM

1620 Investment Advisors's SMOT Position: Q2 2026 in Review

1620 Investment Advisors reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 29% in Q2 2026, selling an estimated $12.8K and leaving 845 shares worth $32.8K. The position accounts for 0.02% of the portfolio, ranked #365.

1620 Investment Advisors first reported a position in SMOT in Q3 2024 and has held it in 8 quarters since. The position peaked at $41.7K in Q1 2026. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

1620 Investment Advisors held 845 shares of VanEck Morningstar SMID Moat ETF worth $32.8K as of Q2 2026.
1620 Investment Advisors sold 340 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $12.8K.
VanEck Morningstar SMID Moat ETF made up 0.02% of 1620 Investment Advisors's portfolio in Q2 2026, its #365 holding.
1620 Investment Advisors first reported a position in VanEck Morningstar SMID Moat ETF in Q3 2024 and has held it in 8 quarters since.
1620 Investment Advisors's VanEck Morningstar SMID Moat ETF position peaked at $41.7K in Q1 2026.
101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.