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 Q2	$1.13M	Sell	28,977 -2,851	-9%	-$107K	0.07%	159
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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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 $695M AUM 13.16% 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

Beaumont Financial Advisors's SMOT Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 9% in Q2 2026, selling an estimated $107K and leaving 28,977 shares worth $1.13M. The position accounts for 0.07% of the portfolio, ranked #159.

Beaumont Financial Advisors first reported a position in SMOT in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.15M in Q4 2025. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

Beaumont Financial Advisors held 28,977 shares of VanEck Morningstar SMID Moat ETF worth $1.13M as of Q2 2026.
Beaumont Financial Advisors sold 2,851 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $107K.
VanEck Morningstar SMID Moat ETF made up 0.07% of Beaumont Financial Advisors's portfolio in Q2 2026, its #159 holding.
Beaumont Financial Advisors first reported a position in VanEck Morningstar SMID Moat ETF in Q2 2023 and has held it in 13 quarters since.
Beaumont Financial Advisors's VanEck Morningstar SMID Moat ETF position peaked at $1.15M in Q4 2025.
101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.