FAS Wealth Partners’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

FAS Wealth Partners’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	–	Sell	-642	Closed	-$23.2K	–	542
2025 Q4	$23.2K	Buy	642 +9	+1%	+$325	﹤0.01%	433
2025 Q3	$22.9K	Hold	633	–	–	﹤0.01%	410
2025 Q2	$22K	Sell	633 -1	-0.2%	-$33	﹤0.01%	403
2025 Q1	$20.8K	Sell	634 -836	-57%	-$29.2K	﹤0.01%	376
2024 Q4	$50.7K	Buy	1,470 +17	+1%	+$607	﹤0.01%	349
2024 Q3	$50.9K	Buy	1,453 +626	+76%	+$20.7K	﹤0.01%	351
2024 Q2	$26.4K	Hold	827	–	–	﹤0.01%	370
2024 Q1	$28.2K	Hold	827	–	–	﹤0.01%	371
2023 Q4	$26.1K	Buy	827 +5	+0.6%	+$143	﹤0.01%	368
2023 Q3	$23.4K	Buy	+822	New	+$24.5K	﹤0.01%	366

Other funds holding SMOT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FAL

Focused Alpha LLC Denver, Colorado $324M AUM

FAS Wealth Partners's SMOT Position: Q1 2026 in Review

FAS Wealth Partners sold out of VanEck Morningstar SMID Moat ETF (SMOT) in Q1 2026, closing a stake of 642 shares — an estimated $23.2K sold.

FAS Wealth Partners first reported a position in SMOT in Q3 2023 and held it in 10 quarters. The position peaked at $50.9K in Q3 2024. 106 funds tracked by Wall St. Rank hold SMOT as of Q1 2026.

FAS Wealth Partners reported no remaining VanEck Morningstar SMID Moat ETF position as of Q1 2026 after selling out during the quarter.
FAS Wealth Partners sold 642 VanEck Morningstar SMID Moat ETF shares in Q1 2026, an estimated $23.2K.
FAS Wealth Partners first reported a position in VanEck Morningstar SMID Moat ETF in Q3 2023 and held it in 10 quarters.
FAS Wealth Partners's VanEck Morningstar SMID Moat ETF position peaked at $50.9K in Q3 2024.
106 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.