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United Capital Financial Advisors’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

United Capital Financial Advisors’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 		$13.2M Buy
339,071
+542
+0.2% +$20.3K 0.07% 210
2026
Q1 		$11.9M Sell
338,529
-1,408
-0.4% -$51.5K 0.07% 213
2025
Q4 		$12.3M Buy
+339,937
New +$12.3M 0.07% 204

Other funds holding SMOT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $390M AUM
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

United Capital Financial Advisors's SMOT Position: Q2 2026 in Review

United Capital Financial Advisors increased its VanEck Morningstar SMID Moat ETF (SMOT) stake by 0.16% in Q2 2026, buying an estimated $20.3K and bringing the position to 339,071 shares worth $13.2M. The position accounts for 0.07% of the portfolio, ranked #210.

United Capital Financial Advisors first reported a position in SMOT in Q4 2025 and has held it in 3 quarters since. 100 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

  • United Capital Financial Advisors held 339,071 shares of VanEck Morningstar SMID Moat ETF worth $13.2M as of Q2 2026.
  • United Capital Financial Advisors bought 542 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $20.3K.
  • VanEck Morningstar SMID Moat ETF made up 0.07% of United Capital Financial Advisors's portfolio in Q2 2026, its #210 holding.
  • United Capital Financial Advisors first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2025 and has held it in 3 quarters since.
  • 100 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.