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

Benchmark Financial 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 Q4	–	Sell	-37,610	Closed	-$2.26M	–	72
2022 Q3	$2.26M	Buy	37,610 +2,456	+7%	+$165K	1.33%	19
2022 Q2	$2.24M	Buy	+35,154	New	+$2.41M	1.15%	22

Other funds holding MOAT

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

OIA

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

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

Benchmark Financial Wealth Advisors's MOAT Position: Q4 2022 in Review

Benchmark Financial Wealth Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2022, closing a stake of 37,610 shares — an estimated $2.26M sold.

Benchmark Financial Wealth Advisors first reported a position in MOAT in Q2 2022 and held it in 2 quarters. The position peaked at $2.26M in Q3 2022. 375 funds tracked by Wall St. Rank hold MOAT as of Q4 2022.

Benchmark Financial Wealth Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2022 after selling out during the quarter.
Benchmark Financial Wealth Advisors sold 37,610 VanEck Morningstar Wide Moat ETF shares in Q4 2022, an estimated $2.26M.
Benchmark Financial Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2022 and held it in 2 quarters.
Benchmark Financial Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $2.26M in Q3 2022.
375 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2022.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.