Creative Planning
SMOT icon

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

Creative Planning’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 		$288K Buy
7,418
+29
+0.4% +$1.09K ﹤0.01% 3600
2026
Q1 		$260K Buy
+7,389
New +$270K ﹤0.01% 3530

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 $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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $390M AUM

Creative Planning's SMOT Position: Q2 2026 in Review

Creative Planning increased its VanEck Morningstar SMID Moat ETF (SMOT) stake by 0.39% in Q2 2026, buying an estimated $1.09K and bringing the position to 7,418 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #3600.

Creative Planning first reported a position in SMOT in Q1 2026 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

  • Creative Planning held 7,418 shares of VanEck Morningstar SMID Moat ETF worth $288K as of Q2 2026.
  • Creative Planning bought 29 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $1.09K.
  • VanEck Morningstar SMID Moat ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3600 holding.
  • Creative Planning first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2026 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.