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SMOTSMOT
9 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in VANECK MORNINGSTAR SMID MOAT

JONES FINANCIAL COMPANIES LLLP holds 114,624 shares of SMOT (VANECK MORNINGSTAR SMID MOAT), worth $4.5M as of 2026-Q2. The position was increased (+8.1% shares). SMOT represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$4.5M

Current Shares

114,624

Total Value Change

+$4.4M

Total Shares Change

+113,955

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
114,624
+8.1%
$4.5M0.0%$38.86
29
2026-Q1
Increased
106,019
+16.3%
$3.7M0.0%$36.64
31
2025-Q4
Increased
91,172
+17.0%
$3.3M0.0%$36.51
31
2025-Q3
Increased
77,920
+18.3%
$2.8M0.0%$35.82
31
2025-Q2
Increased
65,871
+37.7%
$2.3M0.0%$34.27
34
2025-Q1
Increased
47,845
+37.6%
$1.6M0.0%$32.23
34
2024-Q4
Increased
34,774
+136.0%
$1.2M0.0%$33.99
41
2024-Q3
Increased
14,737
+2102.8%
$516,5320.0%$34.18
39
2024-Q2
New
669
-
$21,3810.0%$31.16
29

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

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