Wealth Enhancement Advisory Services’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Wealth Enhancement Advisory Services’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	$3.12M	Sell	79,577 -3,440	-4%	-$129K	0.01%	1293
2026 Q1	$2.93M	Sell	83,017 -10,425	-11%	-$381K	0.01%	1194
2025 Q4	$3.5M	Buy	93,442 +26,545	+40%	+$959K	﹤0.01%	1204
2025 Q3	$2.41M	Buy	66,897 +11,268	+20%	+$405K	﹤0.01%	1336
2025 Q2	$2M	Buy	+55,629	New	+$1.81M	﹤0.01%	1348

Other funds holding SMOT

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FAL

Focused Alpha LLC Denver, Colorado $390M AUM

Wealth Enhancement Advisory Services's SMOT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its VanEck Morningstar SMID Moat ETF (SMOT) stake by 4.1% in Q2 2026, selling an estimated $129K and leaving 79,577 shares worth $3.12M. The position accounts for 0.01% of the portfolio, ranked #1293.

Wealth Enhancement Advisory Services first reported a position in SMOT in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.5M in Q4 2025. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

Wealth Enhancement Advisory Services held 79,577 shares of VanEck Morningstar SMID Moat ETF worth $3.12M as of Q2 2026.
Wealth Enhancement Advisory Services sold 3,440 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $129K.
VanEck Morningstar SMID Moat ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1293 holding.
Wealth Enhancement Advisory Services first reported a position in VanEck Morningstar SMID Moat ETF in Q2 2025 and has held it in 5 quarters since.
Wealth Enhancement Advisory Services's VanEck Morningstar SMID Moat ETF position peaked at $3.5M in Q4 2025.
101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.