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Smartleaf Asset Management’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Smartleaf Asset Management’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
Q1 		– Sell
-250
Closed -$9.13K – 3634
2025
Q4 		$9.13K Buy
+250
New +$9.03K ﹤0.01% 2436

Other funds holding SMOT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
FAL
Focused Alpha LLC Denver, Colorado $324M AUM

Smartleaf Asset Management's SMOT Position: Q1 2026 in Review

Smartleaf Asset Management sold out of VanEck Morningstar SMID Moat ETF (SMOT) in Q1 2026, closing a stake of 250 shares — an estimated $9.13K sold.

Smartleaf Asset Management first reported a position in SMOT in Q4 2025 and held it in 1 quarter. The position peaked at $9.13K in Q4 2025. 106 funds tracked by Wall St. Rank hold SMOT as of Q1 2026.

  • Smartleaf Asset Management reported no remaining VanEck Morningstar SMID Moat ETF position as of Q1 2026 after selling out during the quarter.
  • Smartleaf Asset Management sold 250 VanEck Morningstar SMID Moat ETF shares in Q1 2026, an estimated $9.13K.
  • Smartleaf Asset Management first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2025 and held it in 1 quarter.
  • Smartleaf Asset Management's VanEck Morningstar SMID Moat ETF position peaked at $9.13K in Q4 2025.
  • 106 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.