PAMG
SMOT icon

Patton Albertson Miller Group’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Patton Albertson Miller Group’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
Q4 		– Sell
-8,908
Closed -$321K – 220
2025
Q3 		$321K Sell
8,908
-5,599
-39% -$201K 0.04% 180
2025
Q2 		$505K Sell
14,507
-16,763
-54% -$546K 0.07% 151
2025
Q1 		$1.03M Sell
31,270
-1,384
-4% -$48.3K 0.15% 114
2024
Q4 		$1.13M Sell
32,654
-10,630
-25% -$379K 0.15% 107
2024
Q3 		$1.52M Sell
43,284
-381
-0.9% -$12.6K 0.21% 94
2024
Q2 		$1.4M Sell
43,665
-1,349
-3% -$43.5K 0.2% 95
2024
Q1 		$1.54M Buy
45,014
+723
+2% +$23K 0.23% 92
2023
Q4 		$1.4M Buy
44,291
+17,072
+63% +$487K 0.23% 97
2023
Q3 		$774K Buy
+27,219
New +$811K 0.15% 122

Other funds holding SMOT

GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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 $16.2B 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return