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

Balboa Wealth 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
2024
Q4 		– Sell
-8,519
Closed -$298K – 382
2024
Q3 		$298K Sell
8,519
-1,153
-12% -$38.2K 0.07% 190
2024
Q2 		$309K Sell
9,672
-6,202
-39% -$200K 0.08% 186
2024
Q1 		$541K Buy
15,874
+6,381
+67% +$203K 0.16% 116
2023
Q4 		$299K Buy
+9,493
New +$271K 0.1% 158

Other funds holding SMOT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Balboa Wealth Partners's SMOT Position: Q4 2024 in Review

Balboa Wealth Partners sold out of VanEck Morningstar SMID Moat ETF (SMOT) in Q4 2024, closing a stake of 8,519 shares — an estimated $298K sold.

Balboa Wealth Partners first reported a position in SMOT in Q4 2023 and held it in 4 quarters. The position peaked at $541K in Q1 2024. 100 funds tracked by Wall St. Rank hold SMOT as of Q4 2024.

  • Balboa Wealth Partners reported no remaining VanEck Morningstar SMID Moat ETF position as of Q4 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 8,519 VanEck Morningstar SMID Moat ETF shares in Q4 2024, an estimated $298K.
  • Balboa Wealth Partners first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2023 and held it in 4 quarters.
  • Balboa Wealth Partners's VanEck Morningstar SMID Moat ETF position peaked at $541K in Q1 2024.
  • 100 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q4 2024.

Based on Balboa Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.