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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.5K Buy
90
+14
+18% +$525 ﹤0.01% 2510
2026
Q1 		$2.67K Hold
76
– – ﹤0.01% 2453
2025
Q4 		$2.75K Sell
76
-11
-13% -$397 ﹤0.01% 2313
2025
Q3 		$3.14K Sell
87
-69
-44% -$2.48K ﹤0.01% 2126
2025
Q2 		$5.43K Buy
156
+104
+200% +$3.39K ﹤0.01% 1943
2025
Q1 		$1.71K Sell
52
-92
-64% -$3.21K ﹤0.01% 2044
2024
Q4 		$4.96K Buy
+144
New +$5.14K ﹤0.01% 1920

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

AE Wealth Management's SMOT Position: Q2 2026 in Review

AE Wealth Management increased its VanEck Morningstar SMID Moat ETF (SMOT) stake by 18% in Q2 2026, buying an estimated $525 and bringing the position to 90 shares worth $3.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2510.

AE Wealth Management first reported a position in SMOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.43K in Q2 2025. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

  • AE Wealth Management held 90 shares of VanEck Morningstar SMID Moat ETF worth $3.5K as of Q2 2026.
  • AE Wealth Management bought 14 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $525.
  • VanEck Morningstar SMID Moat ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2510 holding.
  • AE Wealth Management first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2024 and has held it in 7 quarters since.
  • AE Wealth Management's VanEck Morningstar SMID Moat ETF position peaked at $5.43K in Q2 2025.
  • 101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.