EFS
SMOT icon

Essex Financial Services’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Essex Financial Services’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 		$393K Sell
11,177
-594
-5% -$21.7K 0.02% 530
2025
Q4 		$426K Sell
11,771
-2,343
-17% -$84.6K 0.02% 485
2025
Q3 		$509K Sell
14,114
-375
-3% -$13.5K 0.03% 422
2025
Q2 		$504K Sell
14,489
-3,238
-18% -$106K 0.03% 408
2025
Q1 		$581K Hold
17,727
– – 0.04% 346
2024
Q4 		$611K Buy
17,727
+25
+0.1% +$892 0.04% 333
2024
Q3 		$619K Sell
17,702
-1,158
-6% -$38.4K 0.04% 335
2024
Q2 		$603K Buy
+18,860
New +$609K 0.04% 335

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 $6.37B AUM 23.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $324M AUM

Essex Financial Services's SMOT Position: Q1 2026 in Review

Essex Financial Services reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 5% in Q1 2026, selling an estimated $21.7K and leaving 11,177 shares worth $393K. The position accounts for 0.02% of the portfolio, ranked #530.

Essex Financial Services first reported a position in SMOT in Q2 2024 and has held it in 8 quarters since. The position peaked at $619K in Q3 2024. 106 funds tracked by Wall St. Rank hold SMOT as of Q1 2026.

  • Essex Financial Services held 11,177 shares of VanEck Morningstar SMID Moat ETF worth $393K as of Q1 2026.
  • Essex Financial Services sold 594 VanEck Morningstar SMID Moat ETF shares in Q1 2026, an estimated $21.7K.
  • VanEck Morningstar SMID Moat ETF made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #530 holding.
  • Essex Financial Services first reported a position in VanEck Morningstar SMID Moat ETF in Q2 2024 and has held it in 8 quarters since.
  • Essex Financial Services's VanEck Morningstar SMID Moat ETF position peaked at $619K in Q3 2024.
  • 106 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.