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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
Q2 		– Sell
-703
Closed -$24.7K – 189
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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $390M AUM

Clear Investment Research's SMOT Position: Q2 2026 in Review

Clear Investment Research sold out of VanEck Morningstar SMID Moat ETF (SMOT) in Q2 2026, closing a stake of 703 shares — an estimated $24.7K sold.

Clear Investment Research first reported a position in SMOT in Q1 2023 and held it in 12 quarters. The position peaked at $49.7K in Q1 2023. 102 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

  • Clear Investment Research reported no remaining VanEck Morningstar SMID Moat ETF position as of Q2 2026 after selling out during the quarter.
  • Clear Investment Research sold 703 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $24.7K.
  • Clear Investment Research first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2023 and held it in 12 quarters.
  • Clear Investment Research's VanEck Morningstar SMID Moat ETF position peaked at $49.7K in Q1 2023.
  • 102 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.