Kestra Advisory Services, LLC
Position in SMOT — VanEck Morningstar SMID Moat ETF
CIK 1830819
AUSTIN, TX
All Filings in SMOT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMOT | $654,428 | 18,597 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 SMOT | $1,613,687 | 44,577 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 SMOT | $2,425,947 | 67,238 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 SMOT | $2,442,786 | 70,195 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 SMOT | $4,937,190 | 150,570 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 SMOT | $4,967,506 | 144,111 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 SMOT | $4,676,329 | 133,495 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 SMOT | $3,989,630 | 124,832 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 SMOT | $3,558,423 | 104,322 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||