American Portfolios Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

American Portfolios Advisors’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
2022 Q3	$2.34M	Sell	39,089 -5,595	-13%	-$376K	0.1%	205
2022 Q2	$2.85M	Sell	44,684 -820	-2%	-$56.3K	0.12%	185
2022 Q1	$3.4M	Buy	45,504 +5,347	+13%	+$394K	0.12%	180
2021 Q4	$3.06M	Buy	40,157 +2,453	+7%	+$186K	0.1%	195
2021 Q3	$2.76M	Buy	37,704 +2,580	+7%	+$194K	0.1%	201
2021 Q2	$2.6M	Buy	35,124 +160	+0.5%	+$11.6K	0.1%	207
2021 Q1	$2.42M	Buy	34,964 +6,820	+24%	+$449K	0.11%	192
2020 Q4	$1.74M	Buy	28,144 +2,022	+8%	+$119K	0.09%	220
2020 Q3	$1.43M	Buy	26,122 +2,367	+10%	+$129K	0.08%	219
2020 Q2	$1.24M	Buy	23,755 +2,590	+12%	+$129K	0.08%	232
2020 Q1	$926K	Buy	21,165 +2,227	+12%	+$114K	0.08%	240
2019 Q4	$1.04M	Buy	18,938 +4,207	+29%	+$223K	0.07%	260
2019 Q3	$739K	Buy	14,731 +2,375	+19%	+$116K	0.06%	306
2019 Q2	$593K	Buy	12,356 +6,196	+101%	+$293K	0.05%	346
2019 Q1	$287K	Buy	6,160 +5,309	+624%	+$240K	0.03%	526
2018 Q4	$35K	Sell	851 -449	-35%	-$20K	﹤0.01%	1154
2018 Q3	$60.8K	Hold	1,300	–	–	0.01%	1021
2018 Q2	$56.6K	Buy	1,300 +869	+202%	+$37K	0.01%	1020
2018 Q1	$17.9K	Hold	431	–	–	﹤0.01%	1420
2017 Q4	$18.3K	Buy	+431	New	+$17.8K	﹤0.01%	1360

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

American Portfolios Advisors's MOAT Position: Q3 2022 in Review

American Portfolios Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 13% in Q3 2022, selling an estimated $376K and leaving 39,089 shares worth $2.34M. The position accounts for 0.1% of the portfolio, ranked #205.

American Portfolios Advisors first reported a position in MOAT in Q4 2017 and has held it in 20 quarters since. The position peaked at $3.4M in Q1 2022. 351 funds tracked by Wall St. Rank hold MOAT as of Q3 2022.

American Portfolios Advisors held 39,089 shares of VanEck Morningstar Wide Moat ETF worth $2.34M as of Q3 2022.
American Portfolios Advisors sold 5,595 VanEck Morningstar Wide Moat ETF shares in Q3 2022, an estimated $376K.
VanEck Morningstar Wide Moat ETF made up 0.1% of American Portfolios Advisors's portfolio in Q3 2022, its #205 holding.
American Portfolios Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's VanEck Morningstar Wide Moat ETF position peaked at $3.4M in Q1 2022.
351 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.