Stiles Financial Services
SMOT icon

Stiles Financial Services’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Stiles Financial Services’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
Q3 		$886K Buy
23,637
+1,500
+7% +$59.6K 0.23% 95
2026
Q2 		$860K Buy
22,137
+94
+0.4% +$3.53K 0.22% 93
2026
Q1 		$776K Buy
22,043
+120
+0.5% +$4.39K 0.24% 93
2025
Q4 		$794K Buy
21,923
+461
+2% +$16.6K 0.24% 92
2025
Q3 		$774K Buy
21,462
+1,127
+6% +$40.5K 0.24% 92
2025
Q2 		$708K Buy
20,335
+898
+5% +$29.3K 0.24% 95
2025
Q1 		$637K Sell
19,437
-242
-1% -$8.45K 0.24% 101
2024
Q4 		$678K Buy
19,679
+6,300
+47% +$225K 0.25% 94
2024
Q3 		$469K Sell
13,379
-1,300
-9% -$43.1K 0.17% 118
2024
Q2 		$469K Buy
14,679
+3,183
+28% +$103K 0.18% 105
2024
Q1 		$392K Buy
+11,496
New +$366K 0.16% 121

Other funds holding SMOT

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Great Lakes Advisors
Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Financial Management Network
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
Focused Alpha LLC
Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
Eubel Brady & Suttman Asset Management
Eubel Brady & Suttman Asset Management Miamisburg, Ohio $862M AUM 8.44% 1-Year Est. Return
Bank of New Hampshire
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
Golden State Equity Partners
Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

Stiles Financial Services's SMOT Position: Q3 2026 in Review

Stiles Financial Services increased its VanEck Morningstar SMID Moat ETF (SMOT) stake by 6.8% in Q3 2026, buying an estimated $59.6K and bringing the position to 23,637 shares worth $886K. The position accounts for 0.23% of the portfolio, ranked #95.

Stiles Financial Services first reported a position in SMOT in Q1 2024 and has held it in 11 quarters since. 58 funds tracked by Wall St. Rank hold SMOT as of Q3 2026.

  • Stiles Financial Services held 23,637 shares of VanEck Morningstar SMID Moat ETF worth $886K as of Q3 2026.
  • Stiles Financial Services bought 1,500 VanEck Morningstar SMID Moat ETF shares in Q3 2026, an estimated $59.6K.
  • VanEck Morningstar SMID Moat ETF made up 0.23% of Stiles Financial Services's portfolio in Q3 2026, its #95 holding.
  • Stiles Financial Services first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2024 and has held it in 11 quarters since.
  • 58 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.