Comprehensive Financial Consultants Institutional’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Comprehensive Financial Consultants Institutional’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	$742K	Sell	19,102 -378	-2%	-$14.2K	0.2%	120
2026 Q1	$686K	Sell	19,480 -345	-2%	-$12.6K	0.2%	119
2025 Q4	$718K	Sell	19,825 -33	-0.2%	-$1.19K	0.22%	112
2025 Q3	$716K	Sell	19,858 -364	-2%	-$13.1K	0.22%	111
2025 Q2	$704K	Sell	20,222 -177	-0.9%	-$5.77K	0.23%	115
2025 Q1	$669K	Buy	20,399 +118	+0.6%	+$4.12K	0.24%	108
2024 Q4	$699K	Buy	+20,281	New	+$724K	0.25%	107

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

Comprehensive Financial Consultants Institutional's SMOT Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 1.9% in Q2 2026, selling an estimated $14.2K and leaving 19,102 shares worth $742K. The position accounts for 0.2% of the portfolio, ranked #120.

Comprehensive Financial Consultants Institutional first reported a position in SMOT in Q4 2024 and has held it in 7 quarters since. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

Comprehensive Financial Consultants Institutional held 19,102 shares of VanEck Morningstar SMID Moat ETF worth $742K as of Q2 2026.
Comprehensive Financial Consultants Institutional sold 378 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $14.2K.
VanEck Morningstar SMID Moat ETF made up 0.2% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #120 holding.
Comprehensive Financial Consultants Institutional first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2024 and has held it in 7 quarters since.
101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.