Acorn Wealth Advisors’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Acorn Wealth 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 Q1	–	Sell	-21,529	Closed	-$779K	–	277
2025 Q4	$779K	Sell	21,529 -3,466	-14%	-$125K	0.23%	96
2025 Q3	$902K	Sell	24,995 -10,328	-29%	-$371K	0.28%	80
2025 Q2	$1.23M	Sell	35,323 -3,315	-9%	-$108K	0.46%	51
2025 Q1	$1.27M	Buy	38,638 +1,412	+4%	+$49.3K	0.53%	46
2024 Q4	$1.28M	Buy	37,226 +1,329	+4%	+$47.4K	0.53%	44
2024 Q3	$1.26M	Buy	35,897 +4,707	+15%	+$156K	0.54%	40
2024 Q2	$997K	Buy	31,190 +9,677	+45%	+$312K	0.49%	42
2024 Q1	$734K	Buy	21,513 +8,600	+67%	+$274K	0.38%	60
2023 Q4	$407K	Buy	12,913 +3,175	+33%	+$90.7K	0.24%	94
2023 Q3	$277K	Buy	+9,738	New	+$290K	0.18%	128

Other funds holding SMOT

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

FMN

Financial Management Network Mission Viejo, California $697M AUM 21.37% 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

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

Acorn Wealth Advisors's SMOT Position: Q1 2026 in Review

Acorn Wealth Advisors sold out of VanEck Morningstar SMID Moat ETF (SMOT) in Q1 2026, closing a stake of 21,529 shares — an estimated $779K sold.

Acorn Wealth Advisors first reported a position in SMOT in Q3 2023 and held it in 10 quarters. The position peaked at $1.28M in Q4 2024. 107 funds tracked by Wall St. Rank hold SMOT as of Q1 2026.

Acorn Wealth Advisors reported no remaining VanEck Morningstar SMID Moat ETF position as of Q1 2026 after selling out during the quarter.
Acorn Wealth Advisors sold 21,529 VanEck Morningstar SMID Moat ETF shares in Q1 2026, an estimated $779K.
Acorn Wealth Advisors first reported a position in VanEck Morningstar SMID Moat ETF in Q3 2023 and held it in 10 quarters.
Acorn Wealth Advisors's VanEck Morningstar SMID Moat ETF position peaked at $1.28M in Q4 2024.
107 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q1 2026.

Based on Acorn Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.