Carson Wealth (CWM LLC)’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Carson Wealth (CWM LLC)’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
2025 Q4	–	Sell	-215	Closed	-$8K	–	5614
2025 Q3	$8K	Hold	215	–	–	﹤0.01%	4586
2025 Q2	$7K	Hold	215	–	–	﹤0.01%	4486
2025 Q1	$7K	Hold	215	–	–	﹤0.01%	4315
2024 Q4	$7K	Hold	215	–	–	﹤0.01%	4080
2024 Q3	$8K	Sell	215 -810	-79%	-$26.8K	﹤0.01%	3906
2024 Q2	$33K	Sell	1,025 -17,095	-94%	-$552K	﹤0.01%	2777
2024 Q1	$618K	Sell	18,120 -1,553	-8%	-$49.5K	﹤0.01%	1057
2023 Q4	$620K	Sell	19,673 -1,354	-6%	-$38.7K	﹤0.01%	984
2023 Q3	$598K	Sell	21,027 -3,687	-15%	-$110K	﹤0.01%	927
2023 Q2	$740K	Sell	24,714 -1,246	-5%	-$35.1K	﹤0.01%	815
2023 Q1	$738K	Buy	+25,960	New	+$751K	0.01%	760

Other funds holding SMOT

GLA

Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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 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 $6.37B AUM 23.22% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SMOT Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of VanEck Morningstar SMID Moat ETF (SMOT) in Q4 2025, closing a stake of 215 shares — an estimated $8K sold.

Carson Wealth (CWM LLC) first reported a position in SMOT in Q1 2023 and held it in 11 quarters. The position peaked at $740K in Q2 2023. 109 funds tracked by Wall St. Rank hold SMOT as of Q4 2025.

Carson Wealth (CWM LLC) reported no remaining VanEck Morningstar SMID Moat ETF position as of Q4 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 215 VanEck Morningstar SMID Moat ETF shares in Q4 2025, an estimated $8K.
Carson Wealth (CWM LLC) first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2023 and held it in 11 quarters.
Carson Wealth (CWM LLC)'s VanEck Morningstar SMID Moat ETF position peaked at $740K in Q2 2023.
109 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.