IMA Advisory Services’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

IMA Advisory Services’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	$883K	Buy	+22,717	New	+$852K	0.06%	183

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

IMA Advisory Services's SMOT Position: Q2 2026 in Review

IMA Advisory Services opened a new position in VanEck Morningstar SMID Moat ETF (SMOT) in Q2 2026: 22,717 shares worth $883K. The stake represents 0.06% of the portfolio and ranks #183 among its holdings.

100 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

IMA Advisory Services held 22,717 shares of VanEck Morningstar SMID Moat ETF worth $883K as of Q2 2026.
VanEck Morningstar SMID Moat ETF was a new IMA Advisory Services position in Q2 2026.
VanEck Morningstar SMID Moat ETF made up 0.06% of IMA Advisory Services's portfolio in Q2 2026, its #183 holding.
100 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.