CIAS
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Capital Investment Advisory Services’s VanEck Morningstar Global Wide Moat ETF MOTG Stock Holding History

Capital Investment Advisory Services’s Portfolio MOTG Stock Details MOTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$475K Sell
12,471
-1,133
-8% -$43.6K 0.03% 454
2026
Q1 		$504K Sell
13,604
-138
-1% -$5.45K 0.04% 390
2025
Q4 		$533K Sell
13,742
-891
-6% -$39.5K 0.04% 374
2025
Q3 		$658K Hold
14,633
– – 0.05% 306
2025
Q2 		$621K Sell
14,633
-2,897
-17% -$115K 0.05% 303
2025
Q1 		$682K Sell
17,530
-1,139
-6% -$43.8K 0.06% 265
2024
Q4 		$677K Buy
18,669
+297
+2% +$11.7K 0.07% 239
2024
Q3 		$746K Sell
18,372
-767
-4% -$29.2K 0.07% 237
2024
Q2 		$685K Sell
19,139
-25,927
-58% -$931K 0.07% 236
2024
Q1 		$1.65M Buy
45,066
+2,987
+7% +$105K 0.18% 129
2023
Q4 		$1.47M Sell
42,079
-18,013
-30% -$591K 0.14% 143
2023
Q3 		$1.93M Buy
60,092
+4,976
+9% +$169K 0.19% 96
2023
Q2 		$1.92M Buy
55,116
+24,681
+81% +$838K 0.19% 91
2023
Q1 		$1.03M Buy
30,435
+21,785
+252% +$729K 0.12% 157
2022
Q4 		$278K Buy
8,650
+4,198
+94% +$135K 0.03% 386
2022
Q3 		$130K Buy
4,452
+1,304
+41% +$42.9K 0.02% 477
2022
Q2 		$101K Buy
3,148
+300
+11% +$10.2K 0.01% 522
2022
Q1 		$104K Buy
2,848
+435
+18% +$15.9K 0.01% 565
2021
Q4 		$91K Hold
2,413
– – 0.01% 554
2021
Q3 		$93K Buy
2,413
+263
+12% +$10.4K 0.01% 518
2021
Q2 		$84K Buy
2,150
+230
+12% +$8.9K 0.01% 541
2021
Q1 		$71K Hold
1,920
– – 0.01% 508
2020
Q4 		$67K Buy
1,920
+735
+62% +$24.9K 0.01% 493
2020
Q3 		$38K Buy
1,185
+785
+196% +$25K 0.01% 471
2020
Q2 		$12K Hold
400
– – ﹤0.01% 472
2020
Q1 		$10K Buy
+400
New +$11.7K ﹤0.01% 468

Other funds holding MOTG

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BW
BXM Wealth Englewood, Colorado $184M AUM 36.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Investment Advisory Services's MOTG Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its VanEck Morningstar Global Wide Moat ETF (MOTG) stake by 8.3% in Q2 2026, selling an estimated $43.6K and leaving 12,471 shares worth $475K. The position accounts for 0.03% of the portfolio, ranked #454.

Capital Investment Advisory Services first reported a position in MOTG in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.93M in Q3 2023. 10 funds tracked by Wall St. Rank hold MOTG as of Q2 2026.

  • Capital Investment Advisory Services held 12,471 shares of VanEck Morningstar Global Wide Moat ETF worth $475K as of Q2 2026.
  • Capital Investment Advisory Services sold 1,133 VanEck Morningstar Global Wide Moat ETF shares in Q2 2026, an estimated $43.6K.
  • VanEck Morningstar Global Wide Moat ETF made up 0.03% of Capital Investment Advisory Services's portfolio in Q2 2026, its #454 holding.
  • Capital Investment Advisory Services first reported a position in VanEck Morningstar Global Wide Moat ETF in Q1 2020 and has held it in 26 quarters since.
  • Capital Investment Advisory Services's VanEck Morningstar Global Wide Moat ETF position peaked at $1.93M in Q3 2023.
  • 10 funds tracked by Wall St. Rank held VanEck Morningstar Global Wide Moat ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.