Integrated Wealth Concepts’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Integrated Wealth Concepts’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	$1.01K	Buy	+26	New	+$975	﹤0.01%	5529

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

Integrated Wealth Concepts's SMOT Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in VanEck Morningstar SMID Moat ETF (SMOT) in Q2 2026: 26 shares worth $1.01K. The stake represents ﹤0.01% of the portfolio and ranks #5529 among its holdings.

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

Integrated Wealth Concepts held 26 shares of VanEck Morningstar SMID Moat ETF worth $1.01K as of Q2 2026.
VanEck Morningstar SMID Moat ETF was a new Integrated Wealth Concepts position in Q2 2026.
VanEck Morningstar SMID Moat ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5529 holding.
100 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.