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Showing 8 of 13 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in VANECK MORNINGSTAR SMID MOAT

COMMONWEALTH EQUITY SERVICES, LLC holds 19,367 shares of SMOT (VANECK MORNINGSTAR SMID MOAT), worth $752,580 as of 2026-Q2. The position was decreased (-27.6% shares). SMOT represents 0.0% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$752,580

Current Shares

19,367

Total Value Change

+$94,580

Total Shares Change

+571

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
19,367
-27.6%
$752,5800.0%$38.86
0
2026-Q1
Increased
26,738
+7.7%
$940,9040.0%$36.64
27
2025-Q4
Decreased
24,825
-18.6%
$898,6620.0%$36.51
0
2025-Q3
Increased
30,510
+15.1%
$1.1M0.0%$35.82
29
2025-Q2
Increased
26,510
+0.3%
$923,0000.0%$34.27
25
2025-Q1
Increased
26,432
+13.7%
$867,0000.0%$32.23
28
2024-Q4
Increased
23,244
+23.7%
$801,0000.0%$33.99
30
2024-Q3
Decreased
18,796
-23.4%
$658,0000.0%$34.18
0

Other major holders of SMOT: LPL Financial LLC, GREAT LAKES ADVISORS, LLC

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