Raymond James Financial Services Advisors’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Raymond James Financial Services Advisors’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
2024 Q3	$2.39M	Buy	68,329 +214	+0.3%	+$7.09K	﹤0.01%	1642
2024 Q2	$2.18M	Sell	68,115 -1,570	-2%	-$50.7K	﹤0.01%	1617
2024 Q1	$2.38M	Buy	69,685 +5,340	+8%	+$170K	﹤0.01%	1559
2023 Q4	$2.03M	Buy	64,345 +5,975	+10%	+$171K	﹤0.01%	1564
2023 Q3	$1.66M	Buy	58,370 +5,017	+9%	+$149K	﹤0.01%	1603
2023 Q2	$1.6M	Buy	53,353 +23,750	+80%	+$669K	﹤0.01%	1647
2023 Q1	$842K	Buy	+29,603	New	+$856K	﹤0.01%	2015

Other funds holding SMOT

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return

Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial Services Advisors's SMOT Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its VanEck Morningstar SMID Moat ETF (SMOT) stake by 0.31% in Q3 2024, buying an estimated $7.09K and bringing the position to 68,329 shares worth $2.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

Raymond James Financial Services Advisors first reported a position in SMOT in Q1 2023 and has held it in 7 quarters since. 93 funds tracked by Wall St. Rank hold SMOT as of Q3 2024.

Raymond James Financial Services Advisors held 68,329 shares of VanEck Morningstar SMID Moat ETF worth $2.39M as of Q3 2024.
Raymond James Financial Services Advisors bought 214 VanEck Morningstar SMID Moat ETF shares in Q3 2024, an estimated $7.09K.
VanEck Morningstar SMID Moat ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1642 holding.
Raymond James Financial Services Advisors first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2023 and has held it in 7 quarters since.
93 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.