Stonebridge Financial Planning Group’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Stonebridge Financial Planning Group’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	$1.09M	Sell	30,849 -1,325	-4%	-$48.4K	0.4%	76
2025 Q4	$1.16M	Buy	32,174 +1,853	+6%	+$66.9K	0.42%	73
2025 Q3	$1.09M	Buy	30,321 +1,673	+6%	+$60.1K	0.41%	74
2025 Q2	$997K	Sell	28,648 -1,934	-6%	-$63K	0.42%	70
2025 Q1	$1M	Buy	30,582 +14,166	+86%	+$495K	0.46%	67
2024 Q4	$566K	Buy	16,416 +6,423	+64%	+$229K	0.25%	99
2024 Q3	$350K	Buy	9,993 +1,385	+16%	+$45.9K	0.17%	127
2024 Q2	$275K	Buy	+8,608	New	+$278K	0.14%	141

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

Stonebridge Financial Planning Group's SMOT Position: Q1 2026 in Review

Stonebridge Financial Planning Group reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 4.1% in Q1 2026, selling an estimated $48.4K and leaving 30,849 shares worth $1.09M. The position accounts for 0.4% of the portfolio, ranked #76.

Stonebridge Financial Planning Group first reported a position in SMOT in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.16M in Q4 2025. 106 funds tracked by Wall St. Rank hold SMOT as of Q1 2026.

Stonebridge Financial Planning Group held 30,849 shares of VanEck Morningstar SMID Moat ETF worth $1.09M as of Q1 2026.
Stonebridge Financial Planning Group sold 1,325 VanEck Morningstar SMID Moat ETF shares in Q1 2026, an estimated $48.4K.
VanEck Morningstar SMID Moat ETF made up 0.4% of Stonebridge Financial Planning Group's portfolio in Q1 2026, its #76 holding.
Stonebridge Financial Planning Group first reported a position in VanEck Morningstar SMID Moat ETF in Q2 2024 and has held it in 8 quarters since.
Stonebridge Financial Planning Group's VanEck Morningstar SMID Moat ETF position peaked at $1.16M in Q4 2025.
106 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q1 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.