Apexium Financial’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Apexium Financial’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
2025 Q3	$11.9M	Buy	329,963 +5,207	+2%	+$187K	0.58%	29
2025 Q2	$11.3M	Sell	324,756 -18,739	-5%	-$611K	0.6%	29
2025 Q1	$11.3M	Buy	343,495 +12,041	+4%	+$420K	0.67%	25
2024 Q4	$11.4M	Buy	331,454 +35,259	+12%	+$1.26M	0.69%	23
2024 Q3	$10.4M	Buy	296,195 +86,032	+41%	+$2.85M	0.68%	21
2024 Q2	$6.72M	Buy	210,163 +28,902	+16%	+$933K	0.48%	30
2024 Q1	$6.18M	Buy	181,261 +37,395	+26%	+$1.19M	0.47%	30
2023 Q4	$4.53M	Buy	143,866 +119,006	+479%	+$3.4M	0.33%	43
2023 Q3	$707K	Buy	+24,860	New	+$741K	0.07%	107

Other funds holding SMOT

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

GLA

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

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

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

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

FMN

Financial Management Network Mission Viejo, California $653M AUM 17.76% 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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

EBSAM

Eubel Brady & Suttman Asset Management Miamisburg, Ohio $845M AUM 12.93% 1-Year Est. Return

Apexium Financial's SMOT Position: Q3 2025 in Review

Apexium Financial increased its VanEck Morningstar SMID Moat ETF (SMOT) stake by 1.6% in Q3 2025, buying an estimated $187K and bringing the position to 329,963 shares worth $11.9M. The position accounts for 0.58% of the portfolio, ranked #29.

Apexium Financial first reported a position in SMOT in Q3 2023 and has held it in 9 quarters since. 104 funds tracked by Wall St. Rank hold SMOT as of Q3 2025.

Apexium Financial held 329,963 shares of VanEck Morningstar SMID Moat ETF worth $11.9M as of Q3 2025.
Apexium Financial bought 5,207 VanEck Morningstar SMID Moat ETF shares in Q3 2025, an estimated $187K.
VanEck Morningstar SMID Moat ETF made up 0.58% of Apexium Financial's portfolio in Q3 2025, its #29 holding.
Apexium Financial first reported a position in VanEck Morningstar SMID Moat ETF in Q3 2023 and has held it in 9 quarters since.
104 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.