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

Archford Capital Strategies’s Portfolio SMOT Stock Details SMOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-28,397
Closed -$979K – 298
2024
Q4 		$979K Buy
28,397
+2,095
+8% +$72.2K 0.15% 137
2024
Q3 		$930K Sell
26,302
-871
-3% -$30.8K 0.14% 135
2024
Q2 		$868K Buy
+27,173
New +$868K 0.14% 136