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 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 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

Stiles Financial Services's SMOT Position: Q2 2026 in Review

Stiles Financial Services increased its VanEck Morningstar SMID Moat ETF (SMOT) stake by 0.43% in Q2 2026, buying an estimated $3.53K and bringing the position to 22,137 shares worth $860K. The position accounts for 0.22% of the portfolio, ranked #93.

Stiles Financial Services first reported a position in SMOT in Q1 2024 and has held it in 10 quarters since. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

Stiles Financial Services held 22,137 shares of VanEck Morningstar SMID Moat ETF worth $860K as of Q2 2026.
Stiles Financial Services bought 94 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $3.53K.
VanEck Morningstar SMID Moat ETF made up 0.22% of Stiles Financial Services's portfolio in Q2 2026, its #93 holding.
Stiles Financial Services first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2024 and has held it in 10 quarters since.
101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.