LSAG
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Lake Street Advisors Group’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Lake Street Advisors Group’s Portfolio SMOT Stock Details SMOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$313K Buy
9,088
+1,187
+15% +$40.9K 0.01% 435
2024
Q3 		$277K Buy
+7,901
New +$277K 0.01% 478