Avantax Advisory Services’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Avantax Advisory Services’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 Q2	$1.33M	Buy	+38,314	New	+$1.25M	0.01%	997

Other funds holding SMOT

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

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

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

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

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

Avantax Advisory Services's SMOT Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in VanEck Morningstar SMID Moat ETF (SMOT) in Q2 2025: 38,314 shares worth $1.33M. The stake represents 0.01% of the portfolio and ranks #997 among its holdings.

102 funds tracked by Wall St. Rank hold SMOT as of Q2 2025.

Avantax Advisory Services held 38,314 shares of VanEck Morningstar SMID Moat ETF worth $1.33M as of Q2 2025.
VanEck Morningstar SMID Moat ETF was a new Avantax Advisory Services position in Q2 2025.
VanEck Morningstar SMID Moat ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #997 holding.
102 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.