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Cetera Advisor Networks’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$1.56M Buy
45,755
+29,835
+187% +$951K 0.01% 1157
2023
Q4 		$501K Buy
+15,920
New +$455K ﹤0.01% 1875

Other funds holding SMOT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
DP
Denver PWM Denver, Colorado $306M AUM 16.61% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return

Cetera Advisor Networks's SMOT Position: Q1 2024 in Review

Cetera Advisor Networks increased its VanEck Morningstar SMID Moat ETF (SMOT) stake by 187% in Q1 2024, buying an estimated $951K and bringing the position to 45,755 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #1157.

Cetera Advisor Networks first reported a position in SMOT in Q4 2023 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold SMOT as of Q1 2024.

  • Cetera Advisor Networks held 45,755 shares of VanEck Morningstar SMID Moat ETF worth $1.56M as of Q1 2024.
  • Cetera Advisor Networks bought 29,835 VanEck Morningstar SMID Moat ETF shares in Q1 2024, an estimated $951K.
  • VanEck Morningstar SMID Moat ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1157 holding.
  • Cetera Advisor Networks first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2023 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.