Independent Financial Group’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Independent Financial Group’s Portfolio SMOT Stock Details SMOT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$290K	Hold
2025 Q4	$299K	Sell
2025 Q3	$831K	Buy
2025 Q2	$561K	Buy