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Focused Alpha LLC’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Focused Alpha LLC’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
Q3 		$5.72M Buy
152,659
+14,937
+11% +$593K 1.42% 19
2026
Q2 		$5.35M Buy
137,722
+32,372
+31% +$1.21M 1.37% 20
2026
Q1 		$3.71M Hold
105,350
– – 1.15% 25
2025
Q4 		$3.81M Buy
+105,350
New +$3.81M 1.12% 21

Other funds holding SMOT

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Financial Management Network
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
TA
TPG Advisors Northfield, Illinois $187M AUM 12.26% 1-Year Est. Return
FOR
Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return
TP
Tranquility Partners Brentwood, Tennessee $288M AUM 15.4% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Focused Alpha LLC's SMOT Position: Q3 2026 in Review

Focused Alpha LLC increased its VanEck Morningstar SMID Moat ETF (SMOT) stake by 11% in Q3 2026, buying an estimated $593K and bringing the position to 152,659 shares worth $5.72M. The position accounts for 1.42% of the portfolio, ranked #19.

Focused Alpha LLC first reported a position in SMOT in Q4 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold SMOT as of Q3 2026.

  • Focused Alpha LLC held 152,659 shares of VanEck Morningstar SMID Moat ETF worth $5.72M as of Q3 2026.
  • Focused Alpha LLC bought 14,937 VanEck Morningstar SMID Moat ETF shares in Q3 2026, an estimated $593K.
  • VanEck Morningstar SMID Moat ETF made up 1.42% of Focused Alpha LLC's portfolio in Q3 2026, its #19 holding.
  • Focused Alpha LLC first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2025 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q3 2026.

Based on Focused Alpha LLC's 13F filing for Q3 2026, filed 20 Oct 2026.