TRUE Private Wealth Advisors SMOT — VANECK ETF TRUST

Ownership history in TRUE Private Wealth Advisors  ·  10 quarters on record

AI Ownership Summary

TRUE Private Wealth Advisors reported VANECK ETF TRUST (SMOT) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.36% in 2025 Q1. The latest visible filing shows SMOT at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SMOT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TRUE Private Wealth Advisors's position in VANECK ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SMOT was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SMOT stock page TRUE Private Wealth Advisors fund profile TRUE Private Wealth Advisors full holdings
How TRUE Private Wealth Advisors held SMOT — position size vs. price
% of Fund (quarterly)    SMOT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 63,375 +2,166 +3.5% 0.21% $2.5M 2026-07-23 $38.77
2026 Q1 ADDED — — — 61,209 +4,965 +8.8% 0.21% $2.2M 2026-05-15 $36.92
2025 Q4 REDUCED 14.2% -2.8% ✅ 56,244 -9,289 -14.2% 0.20% $2.0M 2026-02-13 $37.12
2025 Q3 REDUCED 25.4% +2.8% ❌ 65,533 -22,300 -25.4% 0.24% $2.4M 2025-11-14 $35.08
2025 Q2 REDUCED — — — 87,833 -2,329 -2.6% 0.34% $3.1M 2025-08-11 $34.29
2025 Q1 ADDED — — — 90,162 +10,481 +13.2% 0.36% $3.0M 2025-05-15 $33.55
2024 Q4 ADDED — — — 79,681 +9,148 +13.0% 0.33% $2.7M 2025-02-13 $35.75
2024 Q3 ADDED — — — 70,533 +56,830 +414.7% 0.29% $2.5M 2024-11-14 $35.29
2024 Q2 REDUCED — — — 13,703 -149 -1.1% 0.05% $438K 2024-07-16 $33.00
2024 Q1 INITIATED — — — 13,852 — — 0.05% $472K 2024-04-25 $31.26

🏢 Other funds also holding SMOT

As of 2026 Q2 — sorted by position size

Paladin Wealth, LLC 0.76% First Financial Group Corp 0.59% Bank of New Hampshire 3Y 0.58% Gradient Investments LLC 3Y 7Y 0.49% Comprehensive Financial Consultants Institutional, Inc. 3Y 0.2% Tranquility Partners, LLC 3Y 0.17% Mesirow Financial Investment Management, Inc. 3Y 7Y 0.16% Fermata Advisors, LLC 3Y 0.06% Prospera Financial Services Inc 3Y 7Y 0.04% 1620 INVESTMENT ADVISORS, INC. 3Y 0.02%

FAQ About TRUE Private Wealth Advisors and SMOT

These are the practical questions this page is built to answer before you even open the full history table.

How long has TRUE Private Wealth Advisors reported owning SMOT?

TRUE Private Wealth Advisors reported SMOT across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SMOT position in TRUE Private Wealth Advisors's portfolio?

The largest reported portfolio weight for SMOT was 0.36% in 2025 Q1.

What is the latest reported SMOT position on this page?

The most recent filing on this page is 2026 Q2, when TRUE Private Wealth Advisors reported 63,375 shares, equal to 0.21% of portfolio, with an estimated market value of $2.5M.

What does the chart on this SMOT ownership page compare?

The chart compares TRUE Private Wealth Advisors's quarterly SMOT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did TRUE Private Wealth Advisors time their SMOT position?

Based on 13F filing dates vs. subsequent SMOT price moves, TRUE Private Wealth Advisors correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on SMOT relative to SPY over the holding period was -8.4%.

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