WWA
SMOT icon

WCG Wealth Advisors’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

WCG Wealth 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
2024
Q4 		– Sell
-14,155
Closed -$496K – 318
2024
Q3 		$496K Buy
14,155
+88
+0.6% +$2.92K 0.03% 271
2024
Q2 		$450K Buy
+14,067
New +$454K 0.03% 249

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 $377B AUM 19.32% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

WCG Wealth Advisors's SMOT Position: Q4 2024 in Review

WCG Wealth Advisors sold out of VanEck Morningstar SMID Moat ETF (SMOT) in Q4 2024, closing a stake of 14,155 shares — an estimated $496K sold.

WCG Wealth Advisors first reported a position in SMOT in Q2 2024 and held it in 2 quarters. The position peaked at $496K in Q3 2024. 100 funds tracked by Wall St. Rank hold SMOT as of Q4 2024.

  • WCG Wealth Advisors reported no remaining VanEck Morningstar SMID Moat ETF position as of Q4 2024 after selling out during the quarter.
  • WCG Wealth Advisors sold 14,155 VanEck Morningstar SMID Moat ETF shares in Q4 2024, an estimated $496K.
  • WCG Wealth Advisors first reported a position in VanEck Morningstar SMID Moat ETF in Q2 2024 and held it in 2 quarters.
  • WCG Wealth Advisors's VanEck Morningstar SMID Moat ETF position peaked at $496K in Q3 2024.
  • 100 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q4 2024.

Based on WCG Wealth Advisors's 13F filing for Q4 2024, filed 19 Feb 2025.