WWM
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Western Wealth Management’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Western Wealth Management’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
Q2 		– Sell
-35,957
Closed -$1.23M – 678
2024
Q1 		$1.23M Buy
35,957
+18,109
+101% +$577K 0.1% 196
2023
Q4 		$562K Buy
+17,848
New +$510K 0.04% 379

Other funds holding SMOT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Western Wealth Management's SMOT Position: Q2 2024 in Review

Western Wealth Management sold out of VanEck Morningstar SMID Moat ETF (SMOT) in Q2 2024, closing a stake of 35,957 shares — an estimated $1.23M sold.

Western Wealth Management first reported a position in SMOT in Q4 2023 and held it in 2 quarters. The position peaked at $1.23M in Q1 2024. 90 funds tracked by Wall St. Rank hold SMOT as of Q2 2024.

  • Western Wealth Management reported no remaining VanEck Morningstar SMID Moat ETF position as of Q2 2024 after selling out during the quarter.
  • Western Wealth Management sold 35,957 VanEck Morningstar SMID Moat ETF shares in Q2 2024, an estimated $1.23M.
  • Western Wealth Management first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2023 and held it in 2 quarters.
  • Western Wealth Management's VanEck Morningstar SMID Moat ETF position peaked at $1.23M in Q1 2024.
  • 90 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2024.

Based on Western Wealth Management's 13F filing for Q2 2024, filed 19 Jul 2024.