Private Advisor Group’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Private Advisor 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
2026 Q2	$310K	Sell	7,981 -16	-0.2%	-$600	﹤0.01%	2090
2026 Q1	$281K	Sell	7,997 -283	-3%	-$10.3K	﹤0.01%	2224
2025 Q4	$300K	Buy	8,280 +18	+0.2%	+$650	﹤0.01%	2162
2025 Q3	$298K	Buy	8,262 +178	+2%	+$6.4K	﹤0.01%	2096
2025 Q2	$281K	Buy	8,084 +304	+4%	+$9.91K	﹤0.01%	2021
2025 Q1	$255K	Sell	7,780 -849	-10%	-$29.6K	﹤0.01%	1956
2024 Q4	$297K	Sell	8,629 -414	-5%	-$14.8K	﹤0.01%	1862
2024 Q3	$317K	Sell	9,043 -980	-10%	-$32.5K	﹤0.01%	1899
2024 Q2	$320K	Sell	10,023 -1,721	-15%	-$55.5K	﹤0.01%	1837
2024 Q1	$401K	Sell	11,744 -2,473	-17%	-$78.8K	﹤0.01%	1650
2023 Q4	$448K	Buy	14,217 +1,667	+13%	+$47.6K	﹤0.01%	1550
2023 Q3	$357K	Buy	+12,550	New	+$374K	﹤0.01%	1531

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

Private Advisor Group's SMOT Position: Q2 2026 in Review

Private Advisor Group reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 0.2% in Q2 2026, selling an estimated $600 and leaving 7,981 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #2090.

Private Advisor Group first reported a position in SMOT in Q3 2023 and has held it in 12 quarters since. The position peaked at $448K in Q4 2023. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

Private Advisor Group held 7,981 shares of VanEck Morningstar SMID Moat ETF worth $310K as of Q2 2026.
Private Advisor Group sold 16 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $600.
VanEck Morningstar SMID Moat ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2090 holding.
Private Advisor Group first reported a position in VanEck Morningstar SMID Moat ETF in Q3 2023 and has held it in 12 quarters since.
Private Advisor Group's VanEck Morningstar SMID Moat ETF position peaked at $448K in Q4 2023.
101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.