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Valued Retirements’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Valued Retirements’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
2025
Q1 		– Sell
-6,020
Closed -$208K – 87
2024
Q4 		$208K Hold
6,020
– – 0.28% 76
2024
Q3 		$211K Buy
+6,020
New +$199K 0.29% 75
2024
Q2 		– Sell
-8,104
Closed -$276K – 78
2024
Q1 		$276K Hold
8,104
– – 0.44% 50
2023
Q4 		$255K Buy
+8,104
New +$231K 0.44% 48

Other funds holding SMOT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
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
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Valued Retirements's SMOT Position: Q1 2025 in Review

Valued Retirements sold out of VanEck Morningstar SMID Moat ETF (SMOT) in Q1 2025, closing a stake of 6,020 shares — an estimated $208K sold.

Valued Retirements first reported a position in SMOT in Q4 2023 and held it in 4 quarters. The position peaked at $276K in Q1 2024. 99 funds tracked by Wall St. Rank hold SMOT as of Q1 2025.

  • Valued Retirements reported no remaining VanEck Morningstar SMID Moat ETF position as of Q1 2025 after selling out during the quarter.
  • Valued Retirements sold 6,020 VanEck Morningstar SMID Moat ETF shares in Q1 2025, an estimated $208K.
  • Valued Retirements first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2023 and held it in 4 quarters.
  • Valued Retirements's VanEck Morningstar SMID Moat ETF position peaked at $276K in Q1 2024.
  • 99 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q1 2025.

Based on Valued Retirements's 13F filing for Q1 2025, filed 7 May 2025.