OSAM
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O'Shaughnessy Asset Management’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

O'Shaughnessy Asset Management’s Portfolio SMOT Stock Details SMOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-90
Closed -$2.95K – 2493
2025
Q1 		$2.95K Sell
90
-332
-79% -$10.9K ﹤0.01% 2203
2024
Q4 		$14.5K Buy
+422
New +$14.5K ﹤0.01% 2036