HighTower Advisors’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$861K Sell
24,748
-33,788
-58% -$1.18M ﹤0.01% 2111
2025
Q1
$1.92M Buy
58,536
+6,535
+13% +$214K ﹤0.01% 1547
2024
Q4
$1.79M Sell
52,001
-5,161
-9% -$178K ﹤0.01% 1578
2024
Q3
$1.99M Buy
57,162
+13,456
+31% +$468K ﹤0.01% 1528
2024
Q2
$1.38M Buy
43,706
+14,657
+50% +$463K ﹤0.01% 1659
2024
Q1
$986K Buy
29,049
+6,218
+27% +$211K ﹤0.01% 1807
2023
Q4
$705K Buy
22,831
+8,482
+59% +$262K ﹤0.01% 2039
2023
Q3
$392K Buy
+14,349
New +$392K ﹤0.01% 2388