Stegent Equity Advisors’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Stegent Equity Advisors’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	$341K	Sell	9,678 -56,180	-85%	-$2.05M	0.29%	81
2025 Q4	$2.38M	Buy	65,858 +3,750	+6%	+$135K	1.86%	12
2025 Q3	$2.24M	Sell	62,108 -10,648	-15%	-$383K	1.82%	15
2025 Q2	$2.53M	Buy	72,756 +22,134	+44%	+$722K	2.24%	13
2025 Q1	$1.66M	Buy	50,622 +6,887	+16%	+$240K	1.68%	17
2024 Q4	$1.51M	Buy	43,735 +22,469	+106%	+$802K	1.53%	21
2024 Q3	$745K	Buy	+21,266	New	+$705K	0.82%	36

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

Stegent Equity Advisors's SMOT Position: Q1 2026 in Review

Stegent Equity Advisors reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 85% in Q1 2026, selling an estimated $2.05M and leaving 9,678 shares worth $341K. The position accounts for 0.29% of the portfolio, ranked #81.

Stegent Equity Advisors first reported a position in SMOT in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.53M in Q2 2025. 106 funds tracked by Wall St. Rank hold SMOT as of Q1 2026.

Stegent Equity Advisors held 9,678 shares of VanEck Morningstar SMID Moat ETF worth $341K as of Q1 2026.
Stegent Equity Advisors sold 56,180 VanEck Morningstar SMID Moat ETF shares in Q1 2026, an estimated $2.05M.
VanEck Morningstar SMID Moat ETF made up 0.29% of Stegent Equity Advisors's portfolio in Q1 2026, its #81 holding.
Stegent Equity Advisors first reported a position in VanEck Morningstar SMID Moat ETF in Q3 2024 and has held it in 7 quarters since.
Stegent Equity Advisors's VanEck Morningstar SMID Moat ETF position peaked at $2.53M in Q2 2025.
106 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q1 2026.

Based on Stegent Equity Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.