AOG
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Alpha Omega Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Alpha Omega Group’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$14.2M Buy
161,073
+1,456
+0.9% +$134K 16.85% 1
2024
Q4 		$14.8M Buy
159,617
+2,314
+1% +$223K 17.44% 1
2024
Q3 		$15.3M Sell
157,303
-12,811
-8% -$1.17M 20.93% 1
2024
Q2 		$14.7M Buy
170,114
+40,937
+32% +$3.56M 18.62% 1
2024
Q1 		$11.6M Sell
129,177
-382
-0.3% -$32.8K 16.27% 1
2023
Q4 		$11M Buy
129,559
+2,013
+2% +$156K 19.26% 1
2023
Q3 		$9.67M Buy
127,546
+419
+0.3% +$33.4K 18.33% 1
2023
Q2 		$10.1M Buy
127,127
+362
+0.3% +$27.2K 18.79% 1
2023
Q1 		$9.36M Sell
126,765
-1,535
-1% -$109K 18.4% 1
2022
Q4 		$8.33M Buy
128,300
+5,117
+4% +$332K 11.76% 2
2022
Q3 		$7.39M Sell
123,183
-22,741
-16% -$1.53M 9.34% 3
2022
Q2 		$9.3M Buy
145,924
+7,440
+5% +$511K 10.93% 1
2022
Q1 		$10.3M Buy
138,484
+5,135
+4% +$378K 10.4% 3
2021
Q4 		$10.1M Buy
133,349
+3,156
+2% +$239K 10.15% 3
2021
Q3 		$9.54M Buy
130,193
+4,371
+3% +$329K 10.21% 3
2021
Q2 		$9.32M Sell
125,822
-32,742
-21% -$2.38M 9.81% 3
2021
Q1 		$11M Sell
158,564
-4,154
-3% -$274K 12.03% 3
2020
Q4 		$10.1M Buy
+162,718
New +$9.58M 9.8% 3

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Alpha Omega Group's MOAT Position: Q1 2025 in Review

Alpha Omega Group increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.91% in Q1 2025, buying an estimated $134K and bringing the position to 161,073 shares worth $14.2M. The position accounts for 16.85% of the portfolio, ranked #1.

Alpha Omega Group first reported a position in MOAT in Q4 2020 and has held it in 18 quarters since. The position peaked at $15.3M in Q3 2024. 706 funds tracked by Wall St. Rank hold MOAT as of Q1 2025.

  • Alpha Omega Group held 161,073 shares of VanEck Morningstar Wide Moat ETF worth $14.2M as of Q1 2025.
  • Alpha Omega Group bought 1,456 VanEck Morningstar Wide Moat ETF shares in Q1 2025, an estimated $134K.
  • VanEck Morningstar Wide Moat ETF made up 16.85% of Alpha Omega Group's portfolio in Q1 2025, its #1 holding.
  • Alpha Omega Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2020 and has held it in 18 quarters since.
  • Alpha Omega Group's VanEck Morningstar Wide Moat ETF position peaked at $15.3M in Q3 2024.
  • 706 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2025.

Based on Alpha Omega Group's 13F filing for Q1 2025, filed 6 May 2025.