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

Paladin 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
2026 Q2	$1.31M	Buy	33,637 +3,075	+10%	+$115K	0.76%	38
2026 Q1	$1.08M	Buy	30,562 +3,437	+13%	+$126K	0.74%	42
2025 Q4	$982K	Buy	27,125 +4,969	+22%	+$179K	0.67%	48
2025 Q3	$799K	Sell	22,156 -10,781	-33%	-$387K	0.58%	63
2025 Q2	$1.15M	Buy	32,937 +2,085	+7%	+$68K	0.89%	36
2025 Q1	$1.01M	Buy	30,852 +135	+0.4%	+$4.71K	0.91%	41
2024 Q4	$1.06M	Sell	30,717 -8,142	-21%	-$291K	0.92%	37
2024 Q3	$1.36M	Buy	+38,859	New	+$1.29M	1.19%	25

Other funds holding SMOT

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GLA

Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FAL

Focused Alpha LLC Denver, Colorado $390M AUM

Paladin Wealth's SMOT Position: Q2 2026 in Review

Paladin Wealth increased its VanEck Morningstar SMID Moat ETF (SMOT) stake by 10% in Q2 2026, buying an estimated $115K and bringing the position to 33,637 shares worth $1.31M. The position accounts for 0.76% of the portfolio, ranked #38.

Paladin Wealth first reported a position in SMOT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.36M in Q3 2024. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

Paladin Wealth held 33,637 shares of VanEck Morningstar SMID Moat ETF worth $1.31M as of Q2 2026.
Paladin Wealth bought 3,075 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $115K.
VanEck Morningstar SMID Moat ETF made up 0.76% of Paladin Wealth's portfolio in Q2 2026, its #38 holding.
Paladin Wealth first reported a position in VanEck Morningstar SMID Moat ETF in Q3 2024 and has held it in 8 quarters since.
Paladin Wealth's VanEck Morningstar SMID Moat ETF position peaked at $1.36M in Q3 2024.
101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Paladin Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.