Aspire Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Aspire Wealth Management’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
2024 Q3	$9.47M	Sell	97,632 -3,392	-3%	-$310K	5.09%	6
2024 Q2	$8.75M	Sell	101,024 -1,576	-2%	-$137K	5.01%	5
2024 Q1	$9.22M	Buy	102,600 +5,172	+5%	+$444K	5.57%	2
2023 Q4	$8.27M	Buy	97,428 +6,844	+8%	+$531K	5.62%	2
2023 Q3	$6.87M	Buy	90,584 +4,474	+5%	+$356K	5.22%	3
2023 Q2	$6.87M	Buy	86,110 +49,725	+137%	+$3.74M	5.2%	3
2023 Q1	$2.69M	Buy	36,385 +19,945	+121%	+$1.42M	2.18%	15
2022 Q4	$1.07M	Buy	16,440 +15,850	+2,686%	+$1.03M	0.93%	27
2022 Q3	$35K	Hold	590	–	–	0.03%	119
2022 Q2	$38K	Hold	590	–	–	0.04%	123
2022 Q1	$44K	Sell	590 -43	-7%	-$3.17K	0.03%	125
2021 Q4	$48K	Buy	+633	New	+$48K	0.04%	123

Other funds holding MOAT

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

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

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

RJFSA

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

RJA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aspire Wealth Management's MOAT Position: Q3 2024 in Review

Aspire Wealth Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3.4% in Q3 2024, selling an estimated $310K and leaving 97,632 shares worth $9.47M. The position accounts for 5.09% of the portfolio, ranked #6.

Aspire Wealth Management first reported a position in MOAT in Q4 2021 and has held it in 12 quarters since. 672 funds tracked by Wall St. Rank hold MOAT as of Q3 2024.

Aspire Wealth Management held 97,632 shares of VanEck Morningstar Wide Moat ETF worth $9.47M as of Q3 2024.
Aspire Wealth Management sold 3,392 VanEck Morningstar Wide Moat ETF shares in Q3 2024, an estimated $310K.
VanEck Morningstar Wide Moat ETF made up 5.09% of Aspire Wealth Management's portfolio in Q3 2024, its #6 holding.
Aspire Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and has held it in 12 quarters since.
672 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.