Capital Investment Services of America’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Capital Investment Services of America’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	–	Sell	-3,650	Closed	-$278K	–	80
2022 Q1	$278K	Hold	3,650	–	–	0.03%	71
2021 Q4	$278K	Hold	3,650	–	–	0.03%	71
2021 Q3	$267K	Sell	3,650 -700	-16%	-$52.7K	0.03%	69
2021 Q2	$322K	Buy	+4,350	New	+$317K	0.03%	68

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 $445B AUM 25.58% 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 $11.8B AUM 21.23% 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 $79.5B AUM 27.1% 1-Year Est. Return

JFA

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

Capital Investment Services of America's MOAT Position: Q2 2022 in Review

Capital Investment Services of America sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2022, closing a stake of 3,650 shares — an estimated $278K sold.

Capital Investment Services of America first reported a position in MOAT in Q2 2021 and held it in 4 quarters. The position peaked at $322K in Q2 2021. 343 funds tracked by Wall St. Rank hold MOAT as of Q2 2022.

Capital Investment Services of America reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2022 after selling out during the quarter.
Capital Investment Services of America sold 3,650 VanEck Morningstar Wide Moat ETF shares in Q2 2022, an estimated $278K.
Capital Investment Services of America first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2021 and held it in 4 quarters.
Capital Investment Services of America's VanEck Morningstar Wide Moat ETF position peaked at $322K in Q2 2021.
343 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2022.

Based on Capital Investment Services of America's 13F filing for Q2 2022, filed 5 Jul 2022.