Soundwatch Capital’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Soundwatch Capital’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	$276K	Buy	7,839 +85	+1%	+$3.11K	0.03%	37
2025 Q4	$281K	Buy	7,754 +379	+5%	+$13.7K	0.04%	40
2025 Q3	$266K	Sell	7,375 -449	-6%	-$16.1K	0.04%	33
2025 Q2	$439K	Buy	7,824 +39	+0.5%	+$1.27K	0.07%	110
2025 Q1	$255K	Sell	7,785 -399	-5%	-$13.9K	0.12%	26
2024 Q4	$282K	Buy	8,184 +57	+0.7%	+$2.04K	0.03%	31
2024 Q3	$285K	Buy	+8,127	New	+$269K	0.04%	29
2024 Q1	–	Sell	-8,127	Closed	-$256K	–	27
2023 Q4	$256K	Buy	+8,127	New	+$232K	0.12%	30

Other funds holding SMOT

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

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 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 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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FAL

Focused Alpha LLC Denver, Colorado $324M AUM

Soundwatch Capital's SMOT Position: Q1 2026 in Review

Soundwatch Capital increased its VanEck Morningstar SMID Moat ETF (SMOT) stake by 1.1% in Q1 2026, buying an estimated $3.11K and bringing the position to 7,839 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #37.

Soundwatch Capital first reported a position in SMOT in Q4 2023 and has held it in 8 quarters since. The position peaked at $439K in Q2 2025. 106 funds tracked by Wall St. Rank hold SMOT as of Q1 2026.

Soundwatch Capital held 7,839 shares of VanEck Morningstar SMID Moat ETF worth $276K as of Q1 2026.
Soundwatch Capital bought 85 VanEck Morningstar SMID Moat ETF shares in Q1 2026, an estimated $3.11K.
VanEck Morningstar SMID Moat ETF made up 0.03% of Soundwatch Capital's portfolio in Q1 2026, its #37 holding.
Soundwatch Capital first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2023 and has held it in 8 quarters since.
Soundwatch Capital's VanEck Morningstar SMID Moat ETF position peaked at $439K in Q2 2025.
106 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q1 2026.

Based on Soundwatch Capital's 13F filing for Q1 2026, filed 5 May 2026.