Arax Advisory Partners’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Arax Advisory Partners’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	$40.8K	Sell	1,049 -333	-24%	-$12.5K	﹤0.01%	3436
2026 Q1	$48.6K	Hold	1,382	–	–	﹤0.01%	1703
2025 Q4	$50K	Buy	+1,382	New	+$49.9K	﹤0.01%	1611
2025 Q3	–	Sell	-1,432	Closed	-$49.8K	–	4193
2025 Q2	$49.8K	Buy	1,432 +895	+167%	+$29.2K	﹤0.01%	1236
2025 Q1	$17.6K	Buy	+537	New	+$18.7K	﹤0.01%	1355

Other funds holding SMOT

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FAL

Focused Alpha LLC Denver, Colorado $390M AUM

Arax Advisory Partners's SMOT Position: Q2 2026 in Review

Arax Advisory Partners reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 24% in Q2 2026, selling an estimated $12.5K and leaving 1,049 shares worth $40.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3436.

Arax Advisory Partners first reported a position in SMOT in Q1 2025 and has held it in 5 quarters since. The position peaked at $50K in Q4 2025. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

Arax Advisory Partners held 1,049 shares of VanEck Morningstar SMID Moat ETF worth $40.8K as of Q2 2026.
Arax Advisory Partners sold 333 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $12.5K.
VanEck Morningstar SMID Moat ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3436 holding.
Arax Advisory Partners first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2025 and has held it in 5 quarters since.
Arax Advisory Partners's VanEck Morningstar SMID Moat ETF position peaked at $50K in Q4 2025.
101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.