AWM
SMOT icon

AE Wealth Management’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

AE Wealth Management’s Portfolio SMOT Stock Details SMOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.43K Buy
156
+104
+200% +$3.62K ﹤0.01% 1943
2025
Q1 		$1.71K Sell
52
-92
-64% -$3.02K ﹤0.01% 2044
2024
Q4 		$4.96K Buy
+144
New +$4.96K ﹤0.01% 1920