Capital Investment Advisory Services’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Capital Investment Advisory Services’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	$280K	Sell	7,207 -637	-8%	-$23.9K	0.02%	609
2026 Q1	$276K	Buy	7,844 +335	+4%	+$12.2K	0.02%	534
2025 Q4	$272K	Sell	7,509 -1,165	-13%	-$42.1K	0.02%	520
2025 Q3	$313K	Sell	8,674 -259	-3%	-$9.31K	0.02%	475
2025 Q2	$311K	Sell	8,933 -1,718	-16%	-$56K	0.03%	441
2025 Q1	$349K	Buy	10,651 +420	+4%	+$14.7K	0.03%	394
2024 Q4	$353K	Sell	10,231 -39	-0.4%	-$1.39K	0.03%	362
2024 Q3	$360K	Sell	10,270 -780	-7%	-$25.8K	0.03%	373
2024 Q2	$353K	Sell	11,050 -14,490	-57%	-$468K	0.04%	360
2024 Q1	$871K	Sell	25,540 -10,111	-28%	-$322K	0.09%	210
2023 Q4	$1.12M	Buy	35,651 +7,797	+28%	+$223K	0.1%	173
2023 Q3	$792K	Buy	27,854 +51	+0.2%	+$1.52K	0.08%	211
2023 Q2	$833K	Buy	27,803 +13,076	+89%	+$368K	0.08%	200
2023 Q1	$419K	Buy	14,727 +10,233	+228%	+$296K	0.05%	292
2022 Q4	$121K	Buy	+4,494	New	+$120K	0.01%	517

Other funds holding SMOT

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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 $697M AUM 21.37% 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

Capital Investment Advisory Services's SMOT Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 8.1% in Q2 2026, selling an estimated $23.9K and leaving 7,207 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #609.

Capital Investment Advisory Services first reported a position in SMOT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.12M in Q4 2023. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

Capital Investment Advisory Services held 7,207 shares of VanEck Morningstar SMID Moat ETF worth $280K as of Q2 2026.
Capital Investment Advisory Services sold 637 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $23.9K.
VanEck Morningstar SMID Moat ETF made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #609 holding.
Capital Investment Advisory Services first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2022 and has held it in 15 quarters since.
Capital Investment Advisory Services's VanEck Morningstar SMID Moat ETF position peaked at $1.12M in Q4 2023.
101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.