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

Cetera 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
2024
Q1 		$9.5M Buy
105,640
+59,400
+128% +$5.1M 0.07% 265
2023
Q4 		$3.92M Buy
46,240
+5,234
+13% +$406K 0.05% 338
2023
Q3 		$3.11M Buy
41,006
+5,538
+16% +$441K 0.05% 348
2023
Q2 		$2.83M Buy
35,468
+2,995
+9% +$225K 0.04% 368
2023
Q1 		$2.4M Buy
32,473
+1,937
+6% +$137K 0.04% 398
2022
Q4 		$1.98M Buy
30,536
+7,713
+34% +$500K 0.04% 446
2022
Q3 		$1.37M Buy
22,823
+862
+4% +$58K 0.04% 454
2022
Q2 		$1.4M Buy
21,961
+2,547
+13% +$175K 0.03% 476
2022
Q1 		$1.45M Buy
19,414
+2,063
+12% +$152K 0.03% 492
2021
Q4 		$1.32M Buy
17,351
+1,964
+13% +$149K 0.03% 505
2021
Q3 		$1.13M Buy
15,387
+710
+5% +$53.4K 0.02% 569
2021
Q2 		$1.09M Buy
14,677
+512
+4% +$37.3K 0.03% 518
2021
Q1 		$981K Buy
14,165
+632
+5% +$41.6K 0.03% 492
2020
Q4 		$839K Sell
13,533
-27
-0.2% -$1.59K 0.03% 469
2020
Q3 		$740K Buy
13,560
+186
+1% +$10.2K 0.03% 440
2020
Q2 		$699K Buy
13,374
+2,079
+18% +$104K 0.03% 448
2020
Q1 		$494K Buy
11,295
+5,095
+82% +$262K 0.03% 471
2019
Q4 		$339K Buy
+6,200
New +$328K 0.01% 671
2019
Q2 		– Sell
-2,061
Closed -$96K – 1152
2019
Q1 		$96K Buy
+2,061
New +$93.2K ﹤0.01% 900

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 $6.18B AUM 18.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 Advisors's MOAT Position: Q1 2024 in Review

Cetera Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 128% in Q1 2024, buying an estimated $5.1M and bringing the position to 105,640 shares worth $9.5M. The position accounts for 0.07% of the portfolio, ranked #265.

Cetera Advisors first reported a position in MOAT in Q1 2019 and has held it in 19 quarters since. 634 funds tracked by Wall St. Rank hold MOAT as of Q1 2024.

  • Cetera Advisors held 105,640 shares of VanEck Morningstar Wide Moat ETF worth $9.5M as of Q1 2024.
  • Cetera Advisors bought 59,400 VanEck Morningstar Wide Moat ETF shares in Q1 2024, an estimated $5.1M.
  • VanEck Morningstar Wide Moat ETF made up 0.07% of Cetera Advisors's portfolio in Q1 2024, its #265 holding.
  • Cetera Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2019 and has held it in 19 quarters since.
  • 634 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2024.

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