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Copley Financial Group’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Copley Financial Group’s Portfolio SMOT Stock Details SMOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$472K Sell
13,572
-706
-5% -$24.6K 0.35% 55
2025
Q1 		$468K Sell
14,278
-1,350
-9% -$44.3K 0.36% 64
2024
Q4 		$539K Buy
15,628
+8,277
+113% +$285K 0.41% 50
2024
Q3 		$258K Buy
+7,351
New +$258K 0.23% 88