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DHJJ Financial Advisors’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

DHJJ Financial Advisors’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 		$352 Hold
10
– – ﹤0.01% 927
2025
Q4 		$362 Buy
10
+8
+400% +$289 ﹤0.01% 887
2025
Q3 		$73 Buy
+2
New +$72 ﹤0.01% 974

Other funds holding SMOT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
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
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
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $324M AUM

DHJJ Financial Advisors's SMOT Position: Q1 2026 in Review

DHJJ Financial Advisors held its VanEck Morningstar SMID Moat ETF (SMOT) position steady in Q1 2026 at 10 shares worth $352. The position accounts for ﹤0.01% of the portfolio, ranked #927.

DHJJ Financial Advisors first reported a position in SMOT in Q3 2025 and has held it in 3 quarters since. The position peaked at $362 in Q4 2025. 106 funds tracked by Wall St. Rank hold SMOT as of Q1 2026.

  • DHJJ Financial Advisors held 10 shares of VanEck Morningstar SMID Moat ETF worth $352 as of Q1 2026.
  • DHJJ Financial Advisors left its VanEck Morningstar SMID Moat ETF share count unchanged in Q1 2026.
  • VanEck Morningstar SMID Moat ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #927 holding.
  • DHJJ Financial Advisors first reported a position in VanEck Morningstar SMID Moat ETF in Q3 2025 and has held it in 3 quarters since.
  • DHJJ Financial Advisors's VanEck Morningstar SMID Moat ETF position peaked at $362 in Q4 2025.
  • 106 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.