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Mowery & Schoenfeld Wealth Management’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Mowery & Schoenfeld Wealth Management’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
2026
Q1 		– Sell
-111
Closed -$4.02K – 468
2025
Q4 		$4.02K Buy
+111
New +$4.01K 0.01% 347

Other funds holding SMOT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $324M AUM

Mowery & Schoenfeld Wealth Management's SMOT Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of VanEck Morningstar SMID Moat ETF (SMOT) in Q1 2026, closing a stake of 111 shares — an estimated $4.02K sold.

Mowery & Schoenfeld Wealth Management first reported a position in SMOT in Q4 2025 and held it in 1 quarter. The position peaked at $4.02K in Q4 2025. 106 funds tracked by Wall St. Rank hold SMOT as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining VanEck Morningstar SMID Moat ETF position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 111 VanEck Morningstar SMID Moat ETF shares in Q1 2026, an estimated $4.02K.
  • Mowery & Schoenfeld Wealth Management first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's VanEck Morningstar SMID Moat ETF position peaked at $4.02K in Q4 2025.
  • 106 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.