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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$301K	Sell	8,564 -717	-8%	-$26.2K	0.18%	98
2025 Q4	$336K	Sell	9,281 -1,062	-10%	-$38.4K	0.21%	87
2025 Q3	$373K	Sell	10,343 -3,229	-24%	-$116K	0.26%	79
2025 Q2	$472K	Sell	13,572 -706	-5%	-$23K	0.35%	55
2025 Q1	$468K	Sell	14,278 -1,350	-9%	-$47.1K	0.36%	64
2024 Q4	$539K	Buy	15,628 +8,277	+113%	+$295K	0.41%	50
2024 Q3	$258K	Buy	+7,351	New	+$244K	0.23%	88

Other funds holding SMOT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

GLA

Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FAL

Focused Alpha LLC Denver, Colorado $324M AUM

Copley Financial Group's SMOT Position: Q1 2026 in Review

Copley Financial Group reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 7.7% in Q1 2026, selling an estimated $26.2K and leaving 8,564 shares worth $301K. The position accounts for 0.18% of the portfolio, ranked #98.

Copley Financial Group first reported a position in SMOT in Q3 2024 and has held it in 7 quarters since. The position peaked at $539K in Q4 2024. 106 funds tracked by Wall St. Rank hold SMOT as of Q1 2026.

Copley Financial Group held 8,564 shares of VanEck Morningstar SMID Moat ETF worth $301K as of Q1 2026.
Copley Financial Group sold 717 VanEck Morningstar SMID Moat ETF shares in Q1 2026, an estimated $26.2K.
VanEck Morningstar SMID Moat ETF made up 0.18% of Copley Financial Group's portfolio in Q1 2026, its #98 holding.
Copley Financial Group first reported a position in VanEck Morningstar SMID Moat ETF in Q3 2024 and has held it in 7 quarters since.
Copley Financial Group's VanEck Morningstar SMID Moat ETF position peaked at $539K in Q4 2024.
106 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.