HI
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Harbour Investments’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Harbour Investments’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 		$16.3K Hold
463
– – ﹤0.01% 2995
2025
Q4 		$16.8K Buy
+463
New +$16.7K ﹤0.01% 2494
2024
Q4 		– Sell
-26
Closed -$911 – 3572
2024
Q3 		$911 Sell
26
-1,232
-98% -$40.8K ﹤0.01% 3108
2024
Q2 		$40.2K Buy
1,258
+232
+23% +$7.49K ﹤0.01% 1664
2024
Q1 		$35K Buy
+1,026
New +$32.7K ﹤0.01% 1700

Other funds holding SMOT

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
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 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 $6.18B AUM 18.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $324M AUM

Harbour Investments's SMOT Position: Q1 2026 in Review

Harbour Investments held its VanEck Morningstar SMID Moat ETF (SMOT) position steady in Q1 2026 at 463 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2995.

Harbour Investments first reported a position in SMOT in Q1 2024 and has held it in 5 quarters since. The position peaked at $40.2K in Q2 2024. 106 funds tracked by Wall St. Rank hold SMOT as of Q1 2026.

  • Harbour Investments held 463 shares of VanEck Morningstar SMID Moat ETF worth $16.3K as of Q1 2026.
  • Harbour Investments left its VanEck Morningstar SMID Moat ETF share count unchanged in Q1 2026.
  • VanEck Morningstar SMID Moat ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2995 holding.
  • Harbour Investments first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2024 and has held it in 5 quarters since.
  • Harbour Investments's VanEck Morningstar SMID Moat ETF position peaked at $40.2K in Q2 2024.
  • 106 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.