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Centerpoint Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Centerpoint 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
2026
Q1 		$39K Sell
402
-48
-11% -$4.98K 0.01% 166
2025
Q4 		$47K Hold
450
– – 0.01% 165
2025
Q3 		$45K Hold
450
– – 0.01% 176
2025
Q2 		$42K Sell
450
-66
-13% -$5.79K 0.01% 172
2025
Q1 		$45K Sell
516
-100
-16% -$9.2K 0.02% 169
2024
Q4 		$57K Hold
616
– – 0.02% 162
2024
Q3 		$60K Hold
616
– – 0.02% 159
2024
Q2 		$53K Hold
616
– – 0.02% 169
2024
Q1 		$55K Buy
+616
New +$52.9K 0.02% 153

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return