Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

SMOTSMOT
5 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in VANECK MORNINGSTAR SMID MOAT

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 79,577 shares of SMOT (VANECK MORNINGSTAR SMID MOAT), worth $3.1M as of 2026-Q2. The position was decreased (-4.1% shares). SMOT represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$3.1M

Current Shares

79,577

Total Value Change

+$1.1M

Total Shares Change

+23,948

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
79,577
-4.1%
$3.1M0.0%$38.86
0
2026-Q1
Decreased
83,017
-11.2%
$2.9M0.0%$36.64
0
2025-Q4
Increased
93,442
+39.7%
$3.5M0.0%$36.51
35
2025-Q3
Increased
66,897
+20.3%
$2.4M0.0%$35.82
31
2025-Q2
New
55,629
-
$2M0.0%$34.27
36

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

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