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 $13.1B AUM 34.09% 1-Year Est. Return

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

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

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

FMN

Financial Management Network Mission Viejo, California $697M AUM 21.37% 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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Patton Albertson Miller Group's SMOT Position: Q4 2025 in Review

Patton Albertson Miller Group sold out of VanEck Morningstar SMID Moat ETF (SMOT) in Q4 2025, closing a stake of 8,908 shares — an estimated $321K sold.

Patton Albertson Miller Group first reported a position in SMOT in Q3 2023 and held it in 9 quarters. The position peaked at $1.54M in Q1 2024. 109 funds tracked by Wall St. Rank hold SMOT as of Q4 2025.

Patton Albertson Miller Group reported no remaining VanEck Morningstar SMID Moat ETF position as of Q4 2025 after selling out during the quarter.
Patton Albertson Miller Group sold 8,908 VanEck Morningstar SMID Moat ETF shares in Q4 2025, an estimated $321K.
Patton Albertson Miller Group first reported a position in VanEck Morningstar SMID Moat ETF in Q3 2023 and held it in 9 quarters.
Patton Albertson Miller Group's VanEck Morningstar SMID Moat ETF position peaked at $1.54M in Q1 2024.
109 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q4 2025.

Based on Patton Albertson Miller Group's 13F filing for Q4 2025, filed 3 Feb 2026.