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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$313K Buy
9,088
+1,187
+15% +$42.4K 0.01% 435
2024
Q3 		$277K Buy
+7,901
New +$262K 0.01% 478

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
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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 $324B AUM 22.36% 1-Year Est. Return

Lake Street Advisors Group's SMOT Position: Q4 2024 in Review

Lake Street Advisors Group increased its VanEck Morningstar SMID Moat ETF (SMOT) stake by 15% in Q4 2024, buying an estimated $42.4K and bringing the position to 9,088 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #435.

Lake Street Advisors Group first reported a position in SMOT in Q3 2024 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold SMOT as of Q4 2024.

  • Lake Street Advisors Group held 9,088 shares of VanEck Morningstar SMID Moat ETF worth $313K as of Q4 2024.
  • Lake Street Advisors Group bought 1,187 VanEck Morningstar SMID Moat ETF shares in Q4 2024, an estimated $42.4K.
  • VanEck Morningstar SMID Moat ETF made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #435 holding.
  • Lake Street Advisors Group first reported a position in VanEck Morningstar SMID Moat ETF in Q3 2024 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.