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 Q2	$391K	Sell	10,050 -1,127	-10%	-$42.3K	0.02%	567
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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 $695M AUM 13.16% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FAL

Focused Alpha LLC Denver, Colorado $390M AUM

Essex Financial Services's SMOT Position: Q2 2026 in Review

Essex Financial Services reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 10% in Q2 2026, selling an estimated $42.3K and leaving 10,050 shares worth $391K. The position accounts for 0.02% of the portfolio, ranked #567.

Essex Financial Services first reported a position in SMOT in Q2 2024 and has held it in 9 quarters since. The position peaked at $619K in Q3 2024. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

Essex Financial Services held 10,050 shares of VanEck Morningstar SMID Moat ETF worth $391K as of Q2 2026.
Essex Financial Services sold 1,127 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $42.3K.
VanEck Morningstar SMID Moat ETF made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #567 holding.
Essex Financial Services first reported a position in VanEck Morningstar SMID Moat ETF in Q2 2024 and has held it in 9 quarters since.
Essex Financial Services's VanEck Morningstar SMID Moat ETF position peaked at $619K in Q3 2024.
101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.