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Golden State Equity Partners’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Golden State Equity 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
Q2 		– Sell
-57,978
Closed -$2.04M – 1536
2026
Q1 		$2.04M Buy
+57,978
New +$2.12M 0.15% 155

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GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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 $697M AUM 21.37% 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 $369B AUM 28.27% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $390M AUM

Golden State Equity Partners's SMOT Position: Q2 2026 in Review

Golden State Equity Partners sold out of VanEck Morningstar SMID Moat ETF (SMOT) in Q2 2026, closing a stake of 57,978 shares — an estimated $2.04M sold.

Golden State Equity Partners first reported a position in SMOT in Q1 2026 and held it in 1 quarter. The position peaked at $2.04M in Q1 2026. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

  • Golden State Equity Partners reported no remaining VanEck Morningstar SMID Moat ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 57,978 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $2.04M.
  • Golden State Equity Partners first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's VanEck Morningstar SMID Moat ETF position peaked at $2.04M in Q1 2026.
  • 101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.