Avantax Advisory Services’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Avantax Advisory Services’s Portfolio MOTI Stock Details MOTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-10,540	Closed	-$338K	–	857
2019 Q4	$338K	Buy	10,540 +1,183	+13%	+$37.5K	0.01%	597
2019 Q3	$284K	Buy	+9,357	New	+$283K	0.01%	448

Other funds holding MOTI

Denver PWM Denver, Colorado $291M AUM 12.15% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

BFO

Boston Family Office Boston, Massachusetts $1.5B AUM 11.68% 1-Year Est. Return

CBFP

Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

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

RJFSA

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

JFA

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

Avantax Advisory Services's MOTI Position: Q1 2020 in Review

Avantax Advisory Services sold out of VanEck Morningstar International Moat ETF (MOTI) in Q1 2020, closing a stake of 10,540 shares — an estimated $338K sold.

Avantax Advisory Services first reported a position in MOTI in Q3 2019 and held it in 2 quarters. The position peaked at $338K in Q4 2019. 23 funds tracked by Wall St. Rank hold MOTI as of Q1 2020.

Avantax Advisory Services reported no remaining VanEck Morningstar International Moat ETF position as of Q1 2020 after selling out during the quarter.
Avantax Advisory Services sold 10,540 VanEck Morningstar International Moat ETF shares in Q1 2020, an estimated $338K.
Avantax Advisory Services first reported a position in VanEck Morningstar International Moat ETF in Q3 2019 and held it in 2 quarters.
Avantax Advisory Services's VanEck Morningstar International Moat ETF position peaked at $338K in Q4 2019.
23 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q1 2020.

Based on Avantax Advisory Services's 13F filing for Q1 2020, filed 30 Apr 2020.