SO
SMOT icon

Sierra Ocean’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Sierra Ocean’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
2025
Q3 		– Sell
-4,226
Closed -$143K – 803
2025
Q2 		$143K Hold
4,226
– – 0.1% 87
2025
Q1 		$143K Hold
4,226
– – 0.11% 79
2024
Q4 		$146K Buy
+4,226
New +$151K 0.12% 76

Other funds holding SMOT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Sierra Ocean's SMOT Position: Q3 2025 in Review

Sierra Ocean sold out of VanEck Morningstar SMID Moat ETF (SMOT) in Q3 2025, closing a stake of 4,226 shares — an estimated $143K sold.

Sierra Ocean first reported a position in SMOT in Q4 2024 and held it in 3 quarters. The position peaked at $146K in Q4 2024. 104 funds tracked by Wall St. Rank hold SMOT as of Q3 2025.

  • Sierra Ocean reported no remaining VanEck Morningstar SMID Moat ETF position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 4,226 VanEck Morningstar SMID Moat ETF shares in Q3 2025, an estimated $143K.
  • Sierra Ocean first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's VanEck Morningstar SMID Moat ETF position peaked at $146K in Q4 2024.
  • 104 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.