Cetera Investment Advisers’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Cetera Investment Advisers’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	$1.35M	Sell	34,854 -6,381	-15%	-$239K	﹤0.01%	2743
2026 Q1	$1.45M	Sell	41,235 -21,698	-34%	-$793K	﹤0.01%	2572
2025 Q4	$2.28M	Sell	62,933 -3,341	-5%	-$121K	﹤0.01%	2102
2025 Q3	$2.39M	Sell	66,274 -21,067	-24%	-$757K	﹤0.01%	2023
2025 Q2	$3.04M	Sell	87,341 -1,852	-2%	-$60.4K	0.01%	1542
2025 Q1	$2.92M	Buy	89,193 +5,626	+7%	+$196K	0.01%	1465
2024 Q4	$2.88M	Buy	83,567 +8,365	+11%	+$299K	0.01%	1388
2024 Q3	$2.63M	Buy	75,202 +14,101	+23%	+$467K	0.01%	1407
2024 Q2	$1.95M	Buy	61,101 +15,346	+34%	+$495K	﹤0.01%	1595
2024 Q1	$1.56M	Buy	+45,755	New	+$1.46M	﹤0.01%	1740

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

Cetera Investment Advisers's SMOT Position: Q2 2026 in Review

Cetera Investment Advisers reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 15% in Q2 2026, selling an estimated $239K and leaving 34,854 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #2743.

Cetera Investment Advisers first reported a position in SMOT in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.04M in Q2 2025. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

Cetera Investment Advisers held 34,854 shares of VanEck Morningstar SMID Moat ETF worth $1.35M as of Q2 2026.
Cetera Investment Advisers sold 6,381 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $239K.
VanEck Morningstar SMID Moat ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2743 holding.
Cetera Investment Advisers first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2024 and has held it in 10 quarters since.
Cetera Investment Advisers's VanEck Morningstar SMID Moat ETF position peaked at $3.04M in Q2 2025.
101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.