Janney Montgomery Scott
SMOT icon

Janney Montgomery Scott’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Janney Montgomery Scott’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 		$312K Sell
8,025
-3,625
-31% -$136K ﹤0.01% 2709
2026
Q1 		$410K Sell
11,650
-500
-4% -$18.3K ﹤0.01% 2178
2025
Q4 		$440K Sell
12,150
-6,150
-34% -$222K ﹤0.01% 2291
2025
Q3 		$660K Sell
18,300
-6,575
-26% -$236K ﹤0.01% 1982
2025
Q2 		$866K Sell
24,875
-6,147
-20% -$200K ﹤0.01% 1672
2025
Q1 		$1.02M Buy
31,022
+2,298
+8% +$80.2K ﹤0.01% 1530
2024
Q4 		$990K Buy
28,724
+3,600
+14% +$129K ﹤0.01% 1538
2024
Q3 		$880K Buy
25,124
+3,118
+14% +$103K ﹤0.01% 1589
2024
Q2 		$703K Buy
22,006
+8,400
+62% +$271K ﹤0.01% 1659
2024
Q1 		$464K Buy
13,606
+3,758
+38% +$120K ﹤0.01% 2057
2023
Q4 		$310K Buy
+9,848
New +$281K ﹤0.01% 2196

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

Janney Montgomery Scott's SMOT Position: Q2 2026 in Review

Janney Montgomery Scott reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 31% in Q2 2026, selling an estimated $136K and leaving 8,025 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #2709.

Janney Montgomery Scott first reported a position in SMOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.02M in Q1 2025. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

  • Janney Montgomery Scott held 8,025 shares of VanEck Morningstar SMID Moat ETF worth $312K as of Q2 2026.
  • Janney Montgomery Scott sold 3,625 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $136K.
  • VanEck Morningstar SMID Moat ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2709 holding.
  • Janney Montgomery Scott first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2023 and has held it in 11 quarters since.
  • Janney Montgomery Scott's VanEck Morningstar SMID Moat ETF position peaked at $1.02M in Q1 2025.
  • 101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.