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 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

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

Stiles Financial Services's SMOT Position: Q1 2026 in Review

Stiles Financial Services increased its VanEck Morningstar SMID Moat ETF (SMOT) stake by 0.55% in Q1 2026, buying an estimated $4.39K and bringing the position to 22,043 shares worth $776K. The position accounts for 0.24% of the portfolio, ranked #93.

Stiles Financial Services first reported a position in SMOT in Q1 2024 and has held it in 9 quarters since. The position peaked at $794K in Q4 2025. 106 funds tracked by Wall St. Rank hold SMOT as of Q1 2026.

Stiles Financial Services held 22,043 shares of VanEck Morningstar SMID Moat ETF worth $776K as of Q1 2026.
Stiles Financial Services bought 120 VanEck Morningstar SMID Moat ETF shares in Q1 2026, an estimated $4.39K.
VanEck Morningstar SMID Moat ETF made up 0.24% of Stiles Financial Services's portfolio in Q1 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 9 quarters since.
Stiles Financial Services's VanEck Morningstar SMID Moat ETF position peaked at $794K in Q4 2025.
106 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.