AlphaCore Capital’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

AlphaCore Capital’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	$505K	Hold	14,350	–	–	0.01%	542
2025 Q4	$519K	Hold	14,350	–	–	0.01%	595
2025 Q3	$518K	Hold	14,350	–	–	0.02%	439
2025 Q2	$499K	Hold	14,350	–	–	0.02%	371
2025 Q1	$471K	Buy	+14,350	New	+$501K	0.04%	279
2024 Q1	–	Sell	-11,350	Closed	-$358K	–	345
2023 Q4	$358K	Hold	11,350	–	–	0.05%	181
2023 Q3	$323K	Hold	11,350	–	–	0.05%	177
2023 Q2	$340K	Buy	+11,350	New	+$320K	0.05%	160

Other funds holding SMOT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

GLA

Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FAL

Focused Alpha LLC Denver, Colorado $324M AUM

AlphaCore Capital's SMOT Position: Q1 2026 in Review

AlphaCore Capital held its VanEck Morningstar SMID Moat ETF (SMOT) position steady in Q1 2026 at 14,350 shares worth $505K. The position accounts for 0.01% of the portfolio, ranked #542.

AlphaCore Capital first reported a position in SMOT in Q2 2023 and has held it in 8 quarters since. The position peaked at $519K in Q4 2025. 106 funds tracked by Wall St. Rank hold SMOT as of Q1 2026.

AlphaCore Capital held 14,350 shares of VanEck Morningstar SMID Moat ETF worth $505K as of Q1 2026.
AlphaCore Capital left its VanEck Morningstar SMID Moat ETF share count unchanged in Q1 2026.
VanEck Morningstar SMID Moat ETF made up 0.01% of AlphaCore Capital's portfolio in Q1 2026, its #542 holding.
AlphaCore Capital first reported a position in VanEck Morningstar SMID Moat ETF in Q2 2023 and has held it in 8 quarters since.
AlphaCore Capital's VanEck Morningstar SMID Moat ETF position peaked at $519K in Q4 2025.
106 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.