IHT Wealth Management’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

IHT Wealth Management’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	$544K	Sell	13,993 -115	-0.8%	-$4.31K	0.01%	802
2026 Q1	$496K	Buy	14,108 +83	+0.6%	+$3.03K	0.01%	834
2025 Q4	$508K	Sell	14,025 -248	-2%	-$8.96K	0.01%	764
2025 Q3	$515K	Sell	14,273 -1,310	-8%	-$47.1K	0.01%	729
2025 Q2	$542K	Sell	15,583 -3,130	-17%	-$102K	0.01%	676
2025 Q1	$614K	Sell	18,713 -1,337	-7%	-$46.7K	0.02%	608
2024 Q4	$691K	Buy	+20,050	New	+$716K	0.02%	573
2024 Q3	–	Sell	-12,430	Closed	-$397K	–	1180
2024 Q2	$397K	Sell	12,430 -5,145	-29%	-$166K	0.01%	709
2024 Q1	$599K	Buy	+17,575	New	+$560K	0.02%	575

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

IHT Wealth Management's SMOT Position: Q2 2026 in Review

IHT Wealth Management reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 0.82% in Q2 2026, selling an estimated $4.31K and leaving 13,993 shares worth $544K. The position accounts for 0.01% of the portfolio, ranked #802.

IHT Wealth Management first reported a position in SMOT in Q1 2024 and has held it in 9 quarters since. The position peaked at $691K in Q4 2024. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

IHT Wealth Management held 13,993 shares of VanEck Morningstar SMID Moat ETF worth $544K as of Q2 2026.
IHT Wealth Management sold 115 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $4.31K.
VanEck Morningstar SMID Moat ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #802 holding.
IHT Wealth Management first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2024 and has held it in 9 quarters since.
IHT Wealth Management's VanEck Morningstar SMID Moat ETF position peaked at $691K in Q4 2024.
101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.