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
2026 Q2	$753K	Sell	19,367 -7,371	-28%	-$276K	﹤0.01%	2952
2026 Q1	$941K	Buy	26,738 +1,913	+8%	+$69.9K	﹤0.01%	2667
2025 Q4	$899K	Sell	24,825 -5,685	-19%	-$205K	﹤0.01%	2665
2025 Q3	$1.1M	Buy	30,510 +4,000	+15%	+$144K	﹤0.01%	2517
2025 Q2	$923K	Buy	26,510 +78	+0.3%	+$2.54K	﹤0.01%	2639
2025 Q1	$867K	Buy	26,432 +3,188	+14%	+$111K	﹤0.01%	2578
2024 Q4	$801K	Buy	23,244 +4,448	+24%	+$159K	﹤0.01%	2578
2024 Q3	$658K	Sell	18,796 -5,754	-23%	-$191K	﹤0.01%	2679
2024 Q2	$785K	Buy	24,550 +9,595	+64%	+$310K	﹤0.01%	2466
2024 Q1	$510K	Sell	14,955 -74,184	-83%	-$2.37M	﹤0.01%	2800
2023 Q4	$2.81M	Buy	89,139 +2,290	+3%	+$65.4K	0.01%	1476
2023 Q3	$2.47M	Buy	86,849 +77,614	+840%	+$2.31M	0.01%	1467
2023 Q2	$277K	Buy	+9,235	New	+$260K	﹤0.01%	3123

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

Commonwealth Equity Services's SMOT Position: Q2 2026 in Review

Commonwealth Equity Services reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 28% in Q2 2026, selling an estimated $276K and leaving 19,367 shares worth $753K. The position accounts for ﹤0.01% of the portfolio, ranked #2952.

Commonwealth Equity Services first reported a position in SMOT in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.81M in Q4 2023. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

Commonwealth Equity Services held 19,367 shares of VanEck Morningstar SMID Moat ETF worth $753K as of Q2 2026.
Commonwealth Equity Services sold 7,371 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $276K.
VanEck Morningstar SMID Moat ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2952 holding.
Commonwealth Equity Services first reported a position in VanEck Morningstar SMID Moat ETF in Q2 2023 and has held it in 13 quarters since.
Commonwealth Equity Services's VanEck Morningstar SMID Moat ETF position peaked at $2.81M in Q4 2023.
101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.