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GPS Wealth Strategies Group’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

GPS Wealth Strategies Group’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
2025
Q4 		$8.33K Sell
230
-850
-79% -$30.7K 0.01% 411
2025
Q3 		$39K Hold
1,080
– – ﹤0.01% 735
2025
Q2 		$37.6K Hold
1,080
– – ﹤0.01% 703
2025
Q1 		$35.4K Hold
1,080
– – ﹤0.01% 695
2024
Q4 		$37.2K Sell
1,080
-395
-27% -$14.1K ﹤0.01% 649
2024
Q3 		$51.7K Buy
1,475
+150
+11% +$4.97K 0.01% 568
2024
Q2 		$42.3K Buy
+1,325
New +$42.8K 0.01% 575

Other funds holding SMOT

GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
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
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

GPS Wealth Strategies Group's SMOT Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 79% in Q4 2025, selling an estimated $30.7K and leaving 230 shares worth $8.33K. The position accounts for 0.01% of the portfolio, ranked #411.

GPS Wealth Strategies Group first reported a position in SMOT in Q2 2024 and has held it in 7 quarters since. The position peaked at $51.7K in Q3 2024. 109 funds tracked by Wall St. Rank hold SMOT as of Q4 2025.

  • GPS Wealth Strategies Group held 230 shares of VanEck Morningstar SMID Moat ETF worth $8.33K as of Q4 2025.
  • GPS Wealth Strategies Group sold 850 VanEck Morningstar SMID Moat ETF shares in Q4 2025, an estimated $30.7K.
  • VanEck Morningstar SMID Moat ETF made up 0.01% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #411 holding.
  • GPS Wealth Strategies Group first reported a position in VanEck Morningstar SMID Moat ETF in Q2 2024 and has held it in 7 quarters since.
  • GPS Wealth Strategies Group's VanEck Morningstar SMID Moat ETF position peaked at $51.7K in Q3 2024.
  • 109 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.