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 Q2	$300K	Sell	7,716 -123	-2%	-$4.61K	0.03%	41
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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GLA

Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return

MFIM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FAL

Focused Alpha LLC Denver, Colorado $390M AUM

Soundwatch Capital's SMOT Position: Q2 2026 in Review

Soundwatch Capital reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 1.6% in Q2 2026, selling an estimated $4.61K and leaving 7,716 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #41.

Soundwatch Capital first reported a position in SMOT in Q4 2023 and has held it in 9 quarters since. The position peaked at $439K in Q2 2025. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

Soundwatch Capital held 7,716 shares of VanEck Morningstar SMID Moat ETF worth $300K as of Q2 2026.
Soundwatch Capital sold 123 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $4.61K.
VanEck Morningstar SMID Moat ETF made up 0.03% of Soundwatch Capital's portfolio in Q2 2026, its #41 holding.
Soundwatch Capital first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2023 and has held it in 9 quarters since.
Soundwatch Capital's VanEck Morningstar SMID Moat ETF position peaked at $439K in Q2 2025.
101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Soundwatch Capital's 13F filing for Q2 2026, filed 13 Aug 2026.