Beaumont Financial Advisors’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Beaumont Financial Advisors’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 Q1	$1.12M	Sell	31,828 -38	-0.1%	-$1.39K	0.08%	153
2025 Q4	$1.15M	Hold	31,866	–	–	0.08%	152
2025 Q3	$1.15M	Sell	31,866 -114	-0.4%	-$4.1K	0.08%	152
2025 Q2	$1.11M	Sell	31,980 -1,216	-4%	-$39.6K	0.08%	143
2025 Q1	$1.09M	Buy	33,196 +1,034	+3%	+$36.1K	0.09%	137
2024 Q4	$1.11M	Buy	32,162 +837	+3%	+$29.9K	0.08%	138
2024 Q3	$1.1M	Buy	31,325 +85	+0.3%	+$2.82K	0.09%	134
2024 Q2	$998K	Buy	31,240 +165	+0.5%	+$5.33K	0.08%	146
2024 Q1	$1.06M	Buy	31,075 +2,746	+10%	+$87.5K	0.09%	141
2023 Q4	$892K	Buy	28,329 +4,550	+19%	+$130K	0.08%	142
2023 Q3	$676K	Buy	23,779 +8,675	+57%	+$258K	0.07%	151
2023 Q2	$452K	Buy	+15,104	New	+$426K	0.04%	205

Other funds holding SMOT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

FMN

Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

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

FAL

Focused Alpha LLC Denver, Colorado $324M AUM

Beaumont Financial Advisors's SMOT Position: Q1 2026 in Review

Beaumont Financial Advisors reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 0.12% in Q1 2026, selling an estimated $1.39K and leaving 31,828 shares worth $1.12M. The position accounts for 0.08% of the portfolio, ranked #153.

Beaumont Financial Advisors first reported a position in SMOT in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.15M in Q4 2025. 106 funds tracked by Wall St. Rank hold SMOT as of Q1 2026.

Beaumont Financial Advisors held 31,828 shares of VanEck Morningstar SMID Moat ETF worth $1.12M as of Q1 2026.
Beaumont Financial Advisors sold 38 VanEck Morningstar SMID Moat ETF shares in Q1 2026, an estimated $1.39K.
VanEck Morningstar SMID Moat ETF made up 0.08% of Beaumont Financial Advisors's portfolio in Q1 2026, its #153 holding.
Beaumont Financial Advisors first reported a position in VanEck Morningstar SMID Moat ETF in Q2 2023 and has held it in 12 quarters since.
Beaumont Financial Advisors's VanEck Morningstar SMID Moat ETF position peaked at $1.15M in Q4 2025.
106 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.