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Kinetic Wealth Investment Advisors LLC’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Kinetic Wealth Investment Advisors LLC’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 		$245K Buy
+6,295
New +$236K 0.12% 56

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
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 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

Kinetic Wealth Investment Advisors LLC's SMOT Position: Q2 2026 in Review

Kinetic Wealth Investment Advisors LLC opened a new position in VanEck Morningstar SMID Moat ETF (SMOT) in Q2 2026: 6,295 shares worth $245K. The stake represents 0.12% of the portfolio and ranks #56 among its holdings.

102 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

  • Kinetic Wealth Investment Advisors LLC held 6,295 shares of VanEck Morningstar SMID Moat ETF worth $245K as of Q2 2026.
  • VanEck Morningstar SMID Moat ETF was a new Kinetic Wealth Investment Advisors LLC position in Q2 2026.
  • VanEck Morningstar SMID Moat ETF made up 0.12% of Kinetic Wealth Investment Advisors LLC's portfolio in Q2 2026, its #56 holding.
  • 102 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Kinetic Wealth Investment Advisors LLC's 13F filing for Q2 2026, filed 2 Sep 2026.