Atlas Wealth’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Atlas Wealth’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	$549K	Hold	14,129	–	–	0.08%	120
2026 Q1	$497K	Buy	14,129 +2,755	+24%	+$101K	0.15%	79
2025 Q4	$412K	Hold	11,374	–	–	0.13%	76
2025 Q3	$410K	Hold	11,374	–	–	0.13%	75
2025 Q2	$403K	Sell	11,374 -3,661	-24%	-$119K	0.15%	73
2025 Q1	$493K	Buy	15,035 +3,661	+32%	+$128K	0.19%	60
2024 Q4	$392K	Buy	11,374 +1,033	+10%	+$36.9K	0.15%	68
2024 Q3	$362K	Sell	10,341 -9,701	-48%	-$321K	0.16%	63
2024 Q2	$636K	Buy	20,042 +11,521	+135%	+$372K	0.07%	126
2024 Q1	$291K	Buy	+8,521	New	+$272K	0.14%	64

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

Atlas Wealth's SMOT Position: Q2 2026 in Review

Atlas Wealth held its VanEck Morningstar SMID Moat ETF (SMOT) position steady in Q2 2026 at 14,129 shares worth $549K. The position accounts for 0.08% of the portfolio, ranked #120.

Atlas Wealth first reported a position in SMOT in Q1 2024 and has held it in 10 quarters since. The position peaked at $636K in Q2 2024. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

Atlas Wealth held 14,129 shares of VanEck Morningstar SMID Moat ETF worth $549K as of Q2 2026.
Atlas Wealth left its VanEck Morningstar SMID Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar SMID Moat ETF made up 0.08% of Atlas Wealth's portfolio in Q2 2026, its #120 holding.
Atlas Wealth first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2024 and has held it in 10 quarters since.
Atlas Wealth's VanEck Morningstar SMID Moat ETF position peaked at $636K in Q2 2024.
101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Atlas Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.