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Panoramic Investment Advisors’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Panoramic Investment 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
2024
Q1 		– Sell
-7,793
Closed -$245K – 116
2023
Q4 		$245K Buy
7,793
+233
+3% +$6.65K 0.21% 94
2023
Q3 		$215K Buy
+7,560
New +$225K 0.2% 92

Other funds holding SMOT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
DP
Denver PWM Denver, Colorado $291M AUM 12.15% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return

Panoramic Investment Advisors's SMOT Position: Q1 2024 in Review

Panoramic Investment Advisors sold out of VanEck Morningstar SMID Moat ETF (SMOT) in Q1 2024, closing a stake of 7,793 shares — an estimated $245K sold.

Panoramic Investment Advisors first reported a position in SMOT in Q3 2023 and held it in 2 quarters. The position peaked at $245K in Q4 2023. 80 funds tracked by Wall St. Rank hold SMOT as of Q1 2024.

  • Panoramic Investment Advisors reported no remaining VanEck Morningstar SMID Moat ETF position as of Q1 2024 after selling out during the quarter.
  • Panoramic Investment Advisors sold 7,793 VanEck Morningstar SMID Moat ETF shares in Q1 2024, an estimated $245K.
  • Panoramic Investment Advisors first reported a position in VanEck Morningstar SMID Moat ETF in Q3 2023 and held it in 2 quarters.
  • Panoramic Investment Advisors's VanEck Morningstar SMID Moat ETF position peaked at $245K in Q4 2023.
  • 80 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q1 2024.

Based on Panoramic Investment Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.