Allworth Financial’s VanEck Morningstar Global Wide Moat ETF MOTG Stock Holding History

Allworth Financial’s Portfolio MOTG Stock Details MOTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$39.3K	Buy	1,030 +53	+5%	+$2.04K	﹤0.01%	2687
2026 Q1	$36.2K	Hold	977	–	–	﹤0.01%	2566
2025 Q4	$37.9K	Buy	977 +147	+18%	+$6.51K	﹤0.01%	2388
2025 Q3	$37.4K	Buy	+830	New	+$36.3K	﹤0.01%	2304

Other funds holding MOTG

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BXM Wealth Englewood, Colorado $184M AUM 36.28% 1-Year Est. Return

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allworth Financial's MOTG Position: Q2 2026 in Review

Allworth Financial increased its VanEck Morningstar Global Wide Moat ETF (MOTG) stake by 5.4% in Q2 2026, buying an estimated $2.04K and bringing the position to 1,030 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2687.

Allworth Financial first reported a position in MOTG in Q3 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold MOTG as of Q2 2026.

Allworth Financial held 1,030 shares of VanEck Morningstar Global Wide Moat ETF worth $39.3K as of Q2 2026.
Allworth Financial bought 53 VanEck Morningstar Global Wide Moat ETF shares in Q2 2026, an estimated $2.04K.
VanEck Morningstar Global Wide Moat ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2687 holding.
Allworth Financial first reported a position in VanEck Morningstar Global Wide Moat ETF in Q3 2025 and has held it in 4 quarters since.
10 funds tracked by Wall St. Rank held VanEck Morningstar Global Wide Moat ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.