B. Riley Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

B. Riley 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
2022 Q2	$415K	Buy	+15,106	New	+$1.04M	0.49%	14
2021 Q4	–	Sell	-2,918	Closed	-$214K	–	675
2021 Q3	$214K	Sell	2,918 -1,000	-26%	-$75.3K	0.02%	549
2021 Q2	$290K	Buy	+3,918	New	+$285K	0.03%	322

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

OIA

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

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

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

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

B. Riley Wealth Management's MOAT Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2022: 15,106 shares worth $415K. The stake represents 0.49% of the portfolio and ranks #14 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in MOAT as recently as Q3 2021.

B. Riley Wealth Management first reported a position in MOAT in Q2 2021 and has held it in 3 quarters since. 343 funds tracked by Wall St. Rank hold MOAT as of Q2 2022.

B. Riley Wealth Management held 15,106 shares of VanEck Morningstar Wide Moat ETF worth $415K as of Q2 2022.
VanEck Morningstar Wide Moat ETF was a new B. Riley Wealth Management position in Q2 2022.
VanEck Morningstar Wide Moat ETF made up 0.49% of B. Riley Wealth Management's portfolio in Q2 2022, its #14 holding.
B. Riley Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2021 and has held it in 3 quarters since.
343 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.