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Cetera Advisor Networks’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$44.9M Buy
499,135
+119,302
+31% +$10.2M 0.22% 92
2023
Q4 		$32.2M Buy
379,833
+56,363
+17% +$4.38M 0.18% 114
2023
Q3 		$24.5M Buy
323,470
+177,762
+122% +$14.2M 0.15% 131
2023
Q2 		$11.6M Sell
145,708
-9,685
-6% -$729K 0.08% 265
2023
Q1 		$11.5M Buy
155,393
+1,898
+1% +$135K 0.08% 260
2022
Q4 		$9.96M Buy
153,495
+93,626
+156% +$6.07M 0.08% 271
2022
Q3 		$3.59M Buy
59,869
+7,072
+13% +$476K 0.04% 404
2022
Q2 		$3.37M Buy
52,797
+12,207
+30% +$838K 0.04% 411
2022
Q1 		$3.03M Sell
40,590
-6,504
-14% -$479K 0.04% 475
2021
Q4 		$3.58M Sell
47,094
-182,038
-79% -$13.8M 0.04% 403
2021
Q3 		$16.8M Buy
229,132
+9,849
+4% +$741K 0.23% 91
2021
Q2 		$16.2M Buy
219,283
+13,429
+7% +$978K 0.23% 94
2021
Q1 		$14.3M Buy
205,854
+9,021
+5% +$594K 0.3% 76
2020
Q4 		$12.2M Buy
196,833
+8,425
+4% +$496K 0.28% 79
2020
Q3 		$10.3M Sell
188,408
-1,826
-1% -$99.8K 0.27% 84
2020
Q2 		$9.94M Buy
190,234
+19,371
+11% +$965K 0.26% 82
2020
Q1 		$7.47M Buy
170,863
+150,784
+751% +$7.75M 0.25% 92
2019
Q4 		$1.09M Buy
20,079
+9,473
+89% +$501K 0.03% 469
2019
Q3 		$533K Sell
10,606
-953
-8% -$46.7K 0.02% 681
2019
Q2 		$551K Buy
11,559
+1,200
+12% +$56.8K 0.02% 647
2019
Q1 		$484K Buy
10,359
+561
+6% +$25.4K 0.02% 677
2018
Q4 		$401K Buy
9,798
+849
+9% +$37.8K 0.02% 653
2018
Q3 		$417K Buy
+8,949
New +$408K 0.01% 695
2018
Q2 		– Sell
-7,283
Closed -$301K – 891
2018
Q1 		$301K Sell
7,283
-880
-11% -$38.2K 0.01% 664
2017
Q4 		$347K Sell
8,163
-12
-0.1% -$495 0.01% 686
2017
Q3 		$327K Buy
8,175
+700
+9% +$27.7K 0.01% 664
2017
Q2 		$296K Buy
+7,475
New +$287K 0.01% 702
2016
Q4 		– Sell
-7,288
Closed -$248K – 952
2016
Q3 		$248K Buy
+7,288
New +$249K 0.01% 847
2016
Q2 		– Sell
-10,299
Closed -$319K – 857
2016
Q1 		$319K Sell
10,299
-2,493
-19% -$71.3K 0.02% 587
2015
Q4 		$367K Sell
12,792
-21,514
-63% -$640K 0.02% 531
2015
Q3 		$956K Buy
34,306
+5
+0% +$150 0.07% 273
2015
Q2 		$1.04M Hold
34,301
– – 0.07% 278
2015
Q1 		$1.04M Buy
34,301
+353
+1% +$10.7K 0.07% 279
2014
Q4 		$1.06M Buy
33,948
+8,153
+32% +$255K 0.07% 263
2014
Q3 		$807K Sell
25,795
-8,187
-24% -$255K 0.05% 324
2014
Q2 		$1.04M Buy
33,982
+9,548
+39% +$285K 0.07% 296
2014
Q1 		$715K Buy
24,434
+11,065
+83% +$317K 0.05% 351
2013
Q4 		$384K Buy
13,369
+4,289
+47% +$119K 0.03% 485
2013
Q3 		$246K Buy
+9,080
New +$238K 0.02% 548

Other funds holding MOAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Advisor Networks's MOAT Position: Q1 2024 in Review

Cetera Advisor Networks increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 31% in Q1 2024, buying an estimated $10.2M and bringing the position to 499,135 shares worth $44.9M. The position accounts for 0.22% of the portfolio, ranked #92.

Cetera Advisor Networks first reported a position in MOAT in Q3 2013 and has held it in 39 quarters since. 634 funds tracked by Wall St. Rank hold MOAT as of Q1 2024.

  • Cetera Advisor Networks held 499,135 shares of VanEck Morningstar Wide Moat ETF worth $44.9M as of Q1 2024.
  • Cetera Advisor Networks bought 119,302 VanEck Morningstar Wide Moat ETF shares in Q1 2024, an estimated $10.2M.
  • VanEck Morningstar Wide Moat ETF made up 0.22% of Cetera Advisor Networks's portfolio in Q1 2024, its #92 holding.
  • Cetera Advisor Networks first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2013 and has held it in 39 quarters since.
  • 634 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.