Clear Investment Research’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Clear Investment Research’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	$24.7K	Buy	+703	New	+$25.7K	0.04%	139
2025 Q4	–	Sell	-693	Closed	-$25K	–	198
2025 Q3	$25K	Buy	693 +41	+6%	+$1.47K	0.03%	152
2025 Q2	$22.7K	Buy	652 +76	+13%	+$2.48K	0.03%	142
2025 Q1	$18.9K	Buy	576 +5	+0.9%	+$175	0.03%	143
2024 Q4	$19.7K	Buy	571 +7	+1%	+$250	0.03%	142
2024 Q3	$19.8K	Buy	564 +1	+0.2%	+$33	0.03%	142
2024 Q2	$18K	Buy	563 +2	+0.4%	+$65	0.02%	136
2024 Q1	$19.2K	Buy	561 +3	+0.5%	+$96	0.03%	138
2023 Q4	$17.6K	Buy	558 +3	+0.5%	+$86	0.02%	154
2023 Q3	$15.8K	Sell	555 -1,013	-65%	-$30.2K	0.03%	118
2023 Q2	$47K	Sell	1,568 -179	-10%	-$5.04K	0.08%	92
2023 Q1	$49.7K	Buy	+1,747	New	+$50.5K	0.09%	81

Other funds holding SMOT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

GLA

Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $653M AUM 17.76% 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 $6.18B AUM 18.43% 1-Year Est. Return

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

FAL

Focused Alpha LLC Denver, Colorado $324M AUM

Clear Investment Research's SMOT Position: Q1 2026 in Review

Clear Investment Research opened a new position in VanEck Morningstar SMID Moat ETF (SMOT) in Q1 2026: 703 shares worth $24.7K. The stake represents 0.04% of the portfolio and ranks #139 among its holdings. This is a return to the name: Clear Investment Research previously reported a position in SMOT as recently as Q3 2025.

Clear Investment Research first reported a position in SMOT in Q1 2023 and has held it in 12 quarters since. The position peaked at $49.7K in Q1 2023. 106 funds tracked by Wall St. Rank hold SMOT as of Q1 2026.

Clear Investment Research held 703 shares of VanEck Morningstar SMID Moat ETF worth $24.7K as of Q1 2026.
VanEck Morningstar SMID Moat ETF was a new Clear Investment Research position in Q1 2026.
VanEck Morningstar SMID Moat ETF made up 0.04% of Clear Investment Research's portfolio in Q1 2026, its #139 holding.
Clear Investment Research first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2023 and has held it in 12 quarters since.
Clear Investment Research's VanEck Morningstar SMID Moat ETF position peaked at $49.7K in Q1 2023.
106 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q1 2026.

Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.