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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-28,397
Closed -$979K – 298
2024
Q4 		$979K Buy
28,397
+2,095
+8% +$74.8K 0.15% 137
2024
Q3 		$930K Sell
26,302
-871
-3% -$28.9K 0.14% 135
2024
Q2 		$868K Buy
+27,173
New +$877K 0.14% 136

Other funds holding SMOT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
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
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Archford Capital Strategies's SMOT Position: Q1 2025 in Review

Archford Capital Strategies sold out of VanEck Morningstar SMID Moat ETF (SMOT) in Q1 2025, closing a stake of 28,397 shares — an estimated $979K sold.

Archford Capital Strategies first reported a position in SMOT in Q2 2024 and held it in 3 quarters. The position peaked at $979K in Q4 2024. 99 funds tracked by Wall St. Rank hold SMOT as of Q1 2025.

  • Archford Capital Strategies reported no remaining VanEck Morningstar SMID Moat ETF position as of Q1 2025 after selling out during the quarter.
  • Archford Capital Strategies sold 28,397 VanEck Morningstar SMID Moat ETF shares in Q1 2025, an estimated $979K.
  • Archford Capital Strategies first reported a position in VanEck Morningstar SMID Moat ETF in Q2 2024 and held it in 3 quarters.
  • Archford Capital Strategies's VanEck Morningstar SMID Moat ETF position peaked at $979K in Q4 2024.
  • 99 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q1 2025.

Based on Archford Capital Strategies's 13F filing for Q1 2025, filed 23 Apr 2025.