LPL Financial
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LPL Financial’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

LPL Financial’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
Q2 		$40.3M Sell
2025
Q1 		$41.6M Buy
2024
Q4 		$37.5M Buy
2024
Q3 		$32.6M Buy
2024
Q2 		$21.4M Buy
2024
Q1 		$16.4M Sell
2023
Q4 		$16.2M Buy
2023
Q3 		$8.19M Buy
2023
Q2 		$3.97M Buy
2023
Q1 		$1.27M Buy