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

Principle Wealth Partners’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	$445K	Sell	11,454 -166	-1%	-$6.23K	0.02%	273
2026 Q1	$409K	Sell	11,620 -284	-2%	-$10.4K	0.02%	273
2025 Q4	$431K	Sell	11,904 -304	-2%	-$11K	0.02%	264
2025 Q3	$440K	Hold	12,208	–	–	0.03%	253
2025 Q2	$425K	Sell	12,208 -794,058	-98%	-$25.9M	0.03%	250
2025 Q1	$26.4M	Buy	806,266 +26,072	+3%	+$910K	1.89%	10
2024 Q4	$26.9M	Buy	780,194 +4,235	+0.5%	+$151K	1.89%	11
2024 Q3	$27.2M	Sell	775,959 -1,869	-0.2%	-$61.9K	1.93%	11
2024 Q2	$24.9M	Buy	777,828 +51,377	+7%	+$1.66M	1.89%	10
2024 Q1	$24.8M	Buy	726,451 +67,406	+10%	+$2.15M	1.94%	10
2023 Q4	$20.8M	Buy	659,045 +75,526	+13%	+$2.16M	1.79%	9
2023 Q3	$16.6M	Buy	583,519 +117,272	+25%	+$3.49M	1.67%	11
2023 Q2	$14M	Buy	+466,247	New	+$13.1M	1.4%	16

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

Principle Wealth Partners's SMOT Position: Q2 2026 in Review

Principle Wealth Partners reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 1.4% in Q2 2026, selling an estimated $6.23K and leaving 11,454 shares worth $445K. The position accounts for 0.02% of the portfolio, ranked #273.

Principle Wealth Partners first reported a position in SMOT in Q2 2023 and has held it in 13 quarters since. The position peaked at $27.2M in Q3 2024. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

Principle Wealth Partners held 11,454 shares of VanEck Morningstar SMID Moat ETF worth $445K as of Q2 2026.
Principle Wealth Partners sold 166 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $6.23K.
VanEck Morningstar SMID Moat ETF made up 0.02% of Principle Wealth Partners's portfolio in Q2 2026, its #273 holding.
Principle Wealth Partners first reported a position in VanEck Morningstar SMID Moat ETF in Q2 2023 and has held it in 13 quarters since.
Principle Wealth Partners's VanEck Morningstar SMID Moat ETF position peaked at $27.2M in Q3 2024.
101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.