Prospera Financial Services’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Prospera Financial Services’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	$2.52M	Sell	64,902 -213	-0.3%	-$7.99K	0.04%	452
2026 Q1	$2.29M	Buy	65,115 +1,085	+2%	+$39.7K	0.04%	461
2025 Q4	$2.32M	Buy	64,030 +332	+0.5%	+$12K	0.04%	443
2025 Q3	$2.3M	Sell	63,698 -1,624	-2%	-$58.4K	0.04%	443
2025 Q2	$2.27M	Buy	65,322 +12,457	+24%	+$406K	0.04%	430
2025 Q1	$1.73M	Buy	52,865 +13,105	+33%	+$458K	0.04%	420
2024 Q4	$1.37M	Buy	39,760 +29,070	+272%	+$1.04M	0.03%	459
2024 Q3	$374K	Buy	10,690 +1,455	+16%	+$48.2K	0.01%	834
2024 Q2	$295K	Hold	9,235	–	–	0.01%	924
2024 Q1	$315K	Sell	9,235 -600	-6%	-$19.1K	0.01%	886
2023 Q4	$310K	Sell	9,835 -175	-2%	-$5K	0.01%	835
2023 Q3	$285K	Buy	+10,010	New	+$298K	0.01%	827

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

Prospera Financial Services's SMOT Position: Q2 2026 in Review

Prospera Financial Services reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 0.33% in Q2 2026, selling an estimated $7.99K and leaving 64,902 shares worth $2.52M. The position accounts for 0.04% of the portfolio, ranked #452.

Prospera Financial Services first reported a position in SMOT in Q3 2023 and has held it in 12 quarters since. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

Prospera Financial Services held 64,902 shares of VanEck Morningstar SMID Moat ETF worth $2.52M as of Q2 2026.
Prospera Financial Services sold 213 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $7.99K.
VanEck Morningstar SMID Moat ETF made up 0.04% of Prospera Financial Services's portfolio in Q2 2026, its #452 holding.
Prospera Financial Services first reported a position in VanEck Morningstar SMID Moat ETF in Q3 2023 and has held it in 12 quarters since.
101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.