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Advisory Services Network’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Advisory Services Network’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 		– Sell
-150
Closed -$5.28K – 4265
2026
Q1 		$5.28K Buy
+150
New +$5.48K ﹤0.01% 3826

Other funds holding SMOT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $390M AUM

Advisory Services Network's SMOT Position: Q2 2026 in Review

Advisory Services Network sold out of VanEck Morningstar SMID Moat ETF (SMOT) in Q2 2026, closing a stake of 150 shares — an estimated $5.28K sold.

Advisory Services Network first reported a position in SMOT in Q1 2026 and held it in 1 quarter. The position peaked at $5.28K in Q1 2026. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

  • Advisory Services Network reported no remaining VanEck Morningstar SMID Moat ETF position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 150 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $5.28K.
  • Advisory Services Network first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2026 and held it in 1 quarter.
  • Advisory Services Network's VanEck Morningstar SMID Moat ETF position peaked at $5.28K in Q1 2026.
  • 101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.