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

Pursue 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	$1.23M	Sell	31,661 -13,600	-30%	-$510K	0.69%	42
2026 Q1	$1.59M	Buy	45,261 +660	+1%	+$24.1K	0.95%	33
2025 Q4	$1.61M	Buy	44,601 +21,579	+94%	+$779K	0.78%	34
2025 Q3	$831K	Sell	23,022 -4,199	-15%	-$151K	0.46%	51
2025 Q2	$947K	Sell	27,221 -20,000	-42%	-$652K	0.54%	47
2025 Q1	$1.55M	Hold	47,221	–	–	0.94%	33
2024 Q4	$1.63M	Hold	47,221	–	–	0.93%	35
2024 Q3	$1.65M	Buy	47,221 +7,221	+18%	+$239K	0.9%	32
2024 Q2	$1.28M	Hold	40,000	–	–	0.7%	35
2024 Q1	$1.36M	Hold	40,000	–	–	0.8%	32
2023 Q4	$1.26M	Hold	40,000	–	–	0.81%	31
2023 Q3	$1.14M	Hold	40,000	–	–	0.81%	31
2023 Q2	$1.2M	Buy	40,000 +30,000	+300%	+$845K	0.75%	35
2023 Q1	$284K	Buy	+10,000	New	+$289K	0.19%	85

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

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

Pursue Wealth Partners reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 30% in Q2 2026, selling an estimated $510K and leaving 31,661 shares worth $1.23M. The position accounts for 0.69% of the portfolio, ranked #42.

Pursue Wealth Partners first reported a position in SMOT in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.65M in Q3 2024. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

Pursue Wealth Partners held 31,661 shares of VanEck Morningstar SMID Moat ETF worth $1.23M as of Q2 2026.
Pursue Wealth Partners sold 13,600 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $510K.
VanEck Morningstar SMID Moat ETF made up 0.69% of Pursue Wealth Partners's portfolio in Q2 2026, its #42 holding.
Pursue Wealth Partners first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2023 and has held it in 14 quarters since.
Pursue Wealth Partners's VanEck Morningstar SMID Moat ETF position peaked at $1.65M in Q3 2024.
101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

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