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Lake Street Private Wealth’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Lake Street Private Wealth’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
Q3 		– Sell
-38,427
Closed -$1.23M – 316
2024
Q2 		$1.23M Buy
38,427
+8,137
+27% +$263K 0.16% 129
2024
Q1 		$1.03M Buy
30,290
+18,850
+165% +$601K 0.14% 142
2023
Q4 		$360K Buy
+11,440
New +$327K 0.06% 239

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 $377B AUM 19.32% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 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 $653M AUM 17.76% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Lake Street Private Wealth's SMOT Position: Q3 2024 in Review

Lake Street Private Wealth sold out of VanEck Morningstar SMID Moat ETF (SMOT) in Q3 2024, closing a stake of 38,427 shares — an estimated $1.23M sold.

Lake Street Private Wealth first reported a position in SMOT in Q4 2023 and held it in 3 quarters. The position peaked at $1.23M in Q2 2024. 93 funds tracked by Wall St. Rank hold SMOT as of Q3 2024.

  • Lake Street Private Wealth reported no remaining VanEck Morningstar SMID Moat ETF position as of Q3 2024 after selling out during the quarter.
  • Lake Street Private Wealth sold 38,427 VanEck Morningstar SMID Moat ETF shares in Q3 2024, an estimated $1.23M.
  • Lake Street Private Wealth first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2023 and held it in 3 quarters.
  • Lake Street Private Wealth's VanEck Morningstar SMID Moat ETF position peaked at $1.23M in Q2 2024.
  • 93 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q3 2024.

Based on Lake Street Private Wealth's 13F filing for Q3 2024, filed 22 Oct 2024.