Steward Partners Investment Advisory’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Steward Partners Investment Advisory’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	$36.4K	Sell	936 -44,721	-98%	-$1.68M	﹤0.01%	3123
2026 Q1	$1.61M	Sell	45,657 -1,510	-3%	-$55.2K	0.01%	943
2025 Q4	$1.71M	Sell	47,167 -2,536	-5%	-$91.6K	0.01%	852
2025 Q3	$1.79M	Buy	49,703 +657	+1%	+$23.6K	0.01%	816
2025 Q2	$1.71M	Sell	49,046 -950	-2%	-$31K	0.01%	761
2025 Q1	$1.64M	Buy	49,996 +268	+0.5%	+$9.36K	0.01%	730
2024 Q4	$1.71M	Buy	49,728 +6,829	+16%	+$244K	0.02%	684
2024 Q3	$1.5M	Buy	42,899 +79	+0.2%	+$2.62K	0.01%	721
2024 Q2	$1.37M	Buy	42,820 +592	+1%	+$19.1K	0.01%	706
2024 Q1	$1.44M	Sell	42,228 -1,745	-4%	-$55.6K	0.02%	681
2023 Q4	$1.39M	Sell	43,973 -10,750	-20%	-$307K	0.02%	616
2023 Q3	$1.56M	Buy	54,723 +54,043	+7,948%	+$1.61M	0.02%	530
2023 Q2	$20.4K	Buy	+680	New	+$19.2K	﹤0.01%	2282

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

Steward Partners Investment Advisory's SMOT Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 98% in Q2 2026, selling an estimated $1.68M and leaving 936 shares worth $36.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3123.

Steward Partners Investment Advisory first reported a position in SMOT in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.79M in Q3 2025. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

Steward Partners Investment Advisory held 936 shares of VanEck Morningstar SMID Moat ETF worth $36.4K as of Q2 2026.
Steward Partners Investment Advisory sold 44,721 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $1.68M.
VanEck Morningstar SMID Moat ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3123 holding.
Steward Partners Investment Advisory first reported a position in VanEck Morningstar SMID Moat ETF in Q2 2023 and has held it in 13 quarters since.
Steward Partners Investment Advisory's VanEck Morningstar SMID Moat ETF position peaked at $1.79M in Q3 2025.
101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.