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Calton & Associates’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Calton & Associates’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 		– Sell
-8,813
Closed -$319K – 487
2025
Q4 		$319K Hold
8,813
– – 0.05% 310
2025
Q3 		$318K Hold
8,813
– – 0.05% 313
2025
Q2 		$307K Buy
8,813
+19
+0.2% +$619 0.05% 280
2025
Q1 		$288K Buy
+8,794
New +$307K 0.07% 248

Other funds holding SMOT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return
Bank of America
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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $390M AUM

Calton & Associates's SMOT Position: Q1 2026 in Review

Calton & Associates sold out of VanEck Morningstar SMID Moat ETF (SMOT) in Q1 2026, closing a stake of 8,813 shares — an estimated $319K sold.

Calton & Associates first reported a position in SMOT in Q1 2025 and held it in 4 quarters. The position peaked at $319K in Q4 2025. 107 funds tracked by Wall St. Rank hold SMOT as of Q1 2026.

  • Calton & Associates reported no remaining VanEck Morningstar SMID Moat ETF position as of Q1 2026 after selling out during the quarter.
  • Calton & Associates sold 8,813 VanEck Morningstar SMID Moat ETF shares in Q1 2026, an estimated $319K.
  • Calton & Associates first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2025 and held it in 4 quarters.
  • Calton & Associates's VanEck Morningstar SMID Moat ETF position peaked at $319K in Q4 2025.
  • 107 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.