Thrivent Financial for Lutherans’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Thrivent Financial for Lutherans’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	–	Sell	-6,097	Closed	-$221K	–	2656
2025 Q4	$221K	Buy	+6,097	New	+$220K	﹤0.01%	2506
2025 Q3	–	Sell	-12,688	Closed	-$442K	–	2588
2025 Q2	$442K	Buy	+12,688	New	+$414K	﹤0.01%	2192
2025 Q1	–	Sell	-12,446	Closed	-$429K	–	2528
2024 Q4	$429K	Sell	12,446 -1,008	-7%	-$36K	﹤0.01%	2305
2024 Q3	$471K	Sell	13,454 -544,762	-98%	-$18.1M	﹤0.01%	2266
2024 Q2	$17.8M	Buy	558,216 +9,814	+2%	+$317K	0.04%	494
2024 Q1	$18.7M	Buy	+548,402	New	+$17.5M	0.04%	482

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

Thrivent Financial for Lutherans's SMOT Position: Q1 2026 in Review

Thrivent Financial for Lutherans sold out of VanEck Morningstar SMID Moat ETF (SMOT) in Q1 2026, closing a stake of 6,097 shares — an estimated $221K sold.

Thrivent Financial for Lutherans first reported a position in SMOT in Q1 2024 and held it in 6 quarters. The position peaked at $18.7M in Q1 2024. 106 funds tracked by Wall St. Rank hold SMOT as of Q1 2026.

Thrivent Financial for Lutherans reported no remaining VanEck Morningstar SMID Moat ETF position as of Q1 2026 after selling out during the quarter.
Thrivent Financial for Lutherans sold 6,097 VanEck Morningstar SMID Moat ETF shares in Q1 2026, an estimated $221K.
Thrivent Financial for Lutherans first reported a position in VanEck Morningstar SMID Moat ETF in Q1 2024 and held it in 6 quarters.
Thrivent Financial for Lutherans's VanEck Morningstar SMID Moat ETF position peaked at $18.7M in Q1 2024.
106 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.