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

IFP Advisors’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	$213K	Buy	5,494 +616	+13%	+$23.1K	﹤0.01%	1475
2026 Q1	$172K	Buy	4,878 +514	+12%	+$18.8K	﹤0.01%	1480
2025 Q4	$158K	Buy	4,364 +25	+0.6%	+$903	﹤0.01%	1507
2025 Q3	$157K	Sell	4,339 -2,914	-40%	-$105K	﹤0.01%	1413
2025 Q2	$252K	Buy	7,253 +386	+6%	+$12.6K	0.01%	1152
2025 Q1	$225K	Buy	6,867 +557	+9%	+$19.4K	0.01%	1121
2024 Q4	$218K	Buy	6,310 +4,504	+249%	+$161K	0.01%	1095
2024 Q3	$63.3K	Buy	1,806 +56	+3%	+$1.86K	﹤0.01%	1619
2024 Q2	$55.9K	Buy	1,750 +50	+3%	+$1.61K	﹤0.01%	1628
2024 Q1	$58K	Hold	1,700	–	–	﹤0.01%	1525
2023 Q4	$53.5K	Sell	1,700 -2,846	-63%	-$81.3K	﹤0.01%	1519
2023 Q3	$129K	Buy	+4,546	New	+$135K	0.01%	1149

Other funds holding SMOT

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GLA

Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FAL

Focused Alpha LLC Denver, Colorado $390M AUM

IFP Advisors's SMOT Position: Q2 2026 in Review

IFP Advisors increased its VanEck Morningstar SMID Moat ETF (SMOT) stake by 13% in Q2 2026, buying an estimated $23.1K and bringing the position to 5,494 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

IFP Advisors first reported a position in SMOT in Q3 2023 and has held it in 12 quarters since. The position peaked at $252K in Q2 2025. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

IFP Advisors held 5,494 shares of VanEck Morningstar SMID Moat ETF worth $213K as of Q2 2026.
IFP Advisors bought 616 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $23.1K.
VanEck Morningstar SMID Moat ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1475 holding.
IFP Advisors first reported a position in VanEck Morningstar SMID Moat ETF in Q3 2023 and has held it in 12 quarters since.
IFP Advisors's VanEck Morningstar SMID Moat ETF position peaked at $252K in Q2 2025.
101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.