Commonwealth Equity Services
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Commonwealth Equity Services’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Commonwealth Equity Services’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
Q2 		$923K Buy
2025
Q1 		$867K Buy
2024
Q4 		$801K Buy
2024
Q3 		$658K Sell
2024
Q2 		$785K Buy
2024
Q1 		$510K Sell
2023
Q4 		$2.81M Buy
2023
Q3 		$2.47M Buy
2023
Q2 		$277K Buy