IFG
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Independent Financial Group’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Independent Financial Group’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 		$310K Sell
7,981
-266
-3% -$9.98K 0.01% 1226
2026
Q1 		$290K Hold
8,247
– – 0.01% 1178
2025
Q4 		$299K Sell
8,247
-14,779
-64% -$534K 0.01% 1153
2025
Q3 		$831K Buy
23,026
+6,891
+43% +$248K 0.02% 661
2025
Q2 		$561K Buy
+16,135
New +$526K 0.02% 728

Other funds holding SMOT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $390M AUM

Independent Financial Group's SMOT Position: Q2 2026 in Review

Independent Financial Group reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 3.2% in Q2 2026, selling an estimated $9.98K and leaving 7,981 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #1226.

Independent Financial Group first reported a position in SMOT in Q2 2025 and has held it in 5 quarters since. The position peaked at $831K in Q3 2025. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

  • Independent Financial Group held 7,981 shares of VanEck Morningstar SMID Moat ETF worth $310K as of Q2 2026.
  • Independent Financial Group sold 266 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $9.98K.
  • VanEck Morningstar SMID Moat ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1226 holding.
  • Independent Financial Group first reported a position in VanEck Morningstar SMID Moat ETF in Q2 2025 and has held it in 5 quarters since.
  • Independent Financial Group's VanEck Morningstar SMID Moat ETF position peaked at $831K in Q3 2025.
  • 101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.