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Cornerstone Planning Group’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Cornerstone Planning 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
2025
Q2 		– Sell
-15
Closed -$459 – 1673
2025
Q1 		$459 Buy
+15
New +$524 ﹤0.01% 1327

Other funds holding SMOT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return

Cornerstone Planning Group's SMOT Position: Q2 2025 in Review

Cornerstone Planning Group sold out of VanEck Morningstar SMID Moat ETF (SMOT) in Q2 2025, closing a stake of 15 shares — an estimated $459 sold.

Cornerstone Planning Group first reported a position in SMOT in Q1 2025 and held it in 1 quarter. The position peaked at $459 in Q1 2025. 102 funds tracked by Wall St. Rank hold SMOT as of Q2 2025.

  • Cornerstone Planning Group reported no remaining VanEck Morningstar SMID Moat ETF position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 15 VanEck Morningstar SMID Moat ETF shares in Q2 2025, an estimated $459.
  • Cornerstone Planning Group first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's VanEck Morningstar SMID Moat ETF position peaked at $459 in Q1 2025.
  • 102 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.