Lowe Wealth Advisors’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Lowe Wealth Advisors’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
2025 Q3	$698K	Sell	19,350 -542	-3%	-$19.5K	0.25%	33
2025 Q2	$692K	Sell	19,892 -532	-3%	-$17.3K	0.27%	32
2025 Q1	$670K	Buy	20,424 +2,001	+11%	+$69.9K	0.28%	31
2024 Q4	$635K	Buy	18,423 +5,049	+38%	+$180K	0.27%	30
2024 Q3	$468K	Buy	13,374 +3,210	+32%	+$106K	0.2%	35
2024 Q2	$325K	Buy	10,164 +694	+7%	+$22.4K	0.15%	37
2024 Q1	$323K	Buy	9,470 +725	+8%	+$23.1K	0.15%	35
2023 Q4	$275K	Buy	8,745 +1,385	+19%	+$39.5K	0.14%	40
2023 Q3	$209K	Buy	7,360 +290	+4%	+$8.64K	0.11%	52
2023 Q2	$212K	Buy	+7,070	New	+$199K	0.11%	51

Other funds holding SMOT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GLA

Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Lowe Wealth Advisors's SMOT Position: Q3 2025 in Review

Lowe Wealth Advisors reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 2.7% in Q3 2025, selling an estimated $19.5K and leaving 19,350 shares worth $698K. The position accounts for 0.25% of the portfolio, ranked #33.

Lowe Wealth Advisors first reported a position in SMOT in Q2 2023 and has held it in 10 quarters since. 104 funds tracked by Wall St. Rank hold SMOT as of Q3 2025.

Lowe Wealth Advisors held 19,350 shares of VanEck Morningstar SMID Moat ETF worth $698K as of Q3 2025.
Lowe Wealth Advisors sold 542 VanEck Morningstar SMID Moat ETF shares in Q3 2025, an estimated $19.5K.
VanEck Morningstar SMID Moat ETF made up 0.25% of Lowe Wealth Advisors's portfolio in Q3 2025, its #33 holding.
Lowe Wealth Advisors first reported a position in VanEck Morningstar SMID Moat ETF in Q2 2023 and has held it in 10 quarters since.
104 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.