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Amplius Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Amplius Wealth 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
Q1 		– Sell
-584
Closed -$44K – 620
2021
Q4 		$44K Buy
+584
New +$44.3K 0.01% 357

Other funds holding MOAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $71.6B AUM 21.08% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

Amplius Wealth Advisors's MOAT Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2022, closing a stake of 584 shares — an estimated $44K sold.

Amplius Wealth Advisors first reported a position in MOAT in Q4 2021 and held it in 1 quarter. The position peaked at $44K in Q4 2021. 347 funds tracked by Wall St. Rank hold MOAT as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 584 VanEck Morningstar Wide Moat ETF shares in Q1 2022, an estimated $44K.
  • Amplius Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $44K in Q4 2021.
  • 347 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.