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Allen Mooney & Barnes Investment Advisors’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Allen Mooney & Barnes 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
2024
Q2 		– Sell
-17,015
Closed -$559K – 163
2024
Q1 		$559K Buy
+17,015
New +$542K 0.11% 94

Other funds holding SMOT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's SMOT Position: Q2 2024 in Review

Allen Mooney & Barnes Investment Advisors sold out of VanEck Morningstar SMID Moat ETF (SMOT) in Q2 2024, closing a stake of 17,015 shares — an estimated $559K sold.

Allen Mooney & Barnes Investment Advisors first reported a position in SMOT in Q1 2024 and held it in 1 quarter. The position peaked at $559K in Q1 2024. 90 funds tracked by Wall St. Rank hold SMOT as of Q2 2024.

  • Allen Mooney & Barnes Investment Advisors reported no remaining VanEck Morningstar SMID Moat ETF position as of Q2 2024 after selling out during the quarter.
  • Allen Mooney & Barnes Investment Advisors sold 17,015 VanEck Morningstar SMID Moat ETF shares in Q2 2024, an estimated $559K.
  • Allen Mooney & Barnes Investment Advisors first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2024 and held it in 1 quarter.
  • Allen Mooney & Barnes Investment Advisors's VanEck Morningstar SMID Moat ETF position peaked at $559K in Q1 2024.
  • 90 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2024.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.