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Relative Value Partners Group’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Relative Value Partners 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
2024
Q2 		$1.23M Buy
+38,427
New +$1.24M 0.16% 129

Other funds holding SMOT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Relative Value Partners Group's SMOT Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in VanEck Morningstar SMID Moat ETF (SMOT) in Q2 2024: 38,427 shares worth $1.23M. The stake represents 0.16% of the portfolio and ranks #129 among its holdings.

90 funds tracked by Wall St. Rank hold SMOT as of Q2 2024.

  • Relative Value Partners Group held 38,427 shares of VanEck Morningstar SMID Moat ETF worth $1.23M as of Q2 2024.
  • VanEck Morningstar SMID Moat ETF was a new Relative Value Partners Group position in Q2 2024.
  • VanEck Morningstar SMID Moat ETF made up 0.16% of Relative Value Partners Group's portfolio in Q2 2024, its #129 holding.
  • 90 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.