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

Kestra 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 		$595K Sell
15,316
-3,281
-18% -$123K ﹤0.01% 2217
2026
Q1 		$654K Sell
18,597
-25,980
-58% -$950K ﹤0.01% 2024
2025
Q4 		$1.61M Sell
44,577
-22,661
-34% -$818K 0.01% 1345
2025
Q3 		$2.43M Sell
67,238
-2,957
-4% -$106K 0.01% 1047
2025
Q2 		$2.44M Sell
70,195
-80,375
-53% -$2.62M 0.01% 981
2025
Q1 		$4.94M Buy
150,570
+6,459
+4% +$225K 0.02% 579
2024
Q4 		$4.97M Buy
144,111
+10,616
+8% +$379K 0.03% 581
2024
Q3 		$4.68M Buy
133,495
+8,663
+7% +$287K 0.03% 613
2024
Q2 		$3.99M Buy
124,832
+20,510
+20% +$662K 0.02% 675
2024
Q1 		$3.56M Buy
+104,322
New +$3.33M 0.02% 642

Other funds holding SMOT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
CP
Creekside Partners Petaluma, California $276M AUM 25.75% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
FOR
Family Office Research Bethesda, Maryland $267M AUM 27.99% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
TA
TPG Advisors Northfield, Illinois $182M AUM 18.36% 1-Year Est. Return

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

Kestra Advisory Services reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 18% in Q2 2026, selling an estimated $123K and leaving 15,316 shares worth $595K. The position accounts for ﹤0.01% of the portfolio, ranked #2217.

Kestra Advisory Services first reported a position in SMOT in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.97M in Q4 2024. 34 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

  • Kestra Advisory Services held 15,316 shares of VanEck Morningstar SMID Moat ETF worth $595K as of Q2 2026.
  • Kestra Advisory Services sold 3,281 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $123K.
  • VanEck Morningstar SMID Moat ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2217 holding.
  • Kestra Advisory Services first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2024 and has held it in 10 quarters since.
  • Kestra Advisory Services's VanEck Morningstar SMID Moat ETF position peaked at $4.97M in Q4 2024.
  • 34 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.