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Cetera Investment Advisers’s
VanEck Morningstar Wide Moat ETF
MOAT
Stock Holding History
Cetera Investment Advisers’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
$112M
Sell
1,157,966
-13,413
-1%
-$1.39M
0.12%
158
2025
Q4
$121M
Sell
1,171,379
-52,069
-4%
-$5.32M
0.13%
132
2025
Q3
$121M
Buy
1,223,448
+611,271
+100%
+$59.6M
0.14%
125
2025
Q2
$57.4M
Sell
612,177
-194,473
-24%
-$17.1M
0.1%
211
2025
Q1
$71M
Buy
806,650
+39,664
+5%
+$3.65M
0.14%
148
2024
Q4
$71.1M
Buy
766,986
+18,601
+2%
+$1.79M
0.15%
140
2024
Q3
$72.6M
Buy
748,385
+34,944
+5%
+$3.2M
0.16%
133
2024
Q2
$61.8M
Buy
713,441
+57,979
+9%
+$5.04M
0.14%
137
2024
Q1
$58.9M
Buy
655,462
+570,901
+675%
+$49M
0.14%
142
2023
Q4
$7.18M
Buy
84,561
+30,464
+56%
+$2.37M
0.06%
322
2023
Q3
$4.1M
Buy
54,097
+11,861
+28%
+$944K
0.04%
481
2023
Q2
$3.37M
Buy
42,236
+13,938
+49%
+$1.05M
0.03%
559
2023
Q1
$2.09M
Buy
28,298
+239
+0.9%
+$17K
0.02%
716
2022
Q4
$1.82M
Buy
28,059
+22,624
+416%
+$1.47M
0.02%
747
2022
Q3
$326K
Sell
5,435
-23,617
-81%
-$1.59M
0.01%
1221
2022
Q2
$1.85M
Sell
29,052
-517
-2%
-$35.5K
0.03%
561
2022
Q1
$2.21M
Buy
29,569
+2,211
+8%
+$163K
0.03%
524
2021
Q4
$2.08M
Buy
27,358
+1,621
+6%
+$123K
0.03%
544
2021
Q3
$1.89M
Buy
25,737
+738
+3%
+$55.6K
0.03%
537
2021
Q2
$1.85M
Buy
24,999
+257
+1%
+$18.7K
0.03%
535
2021
Q1
$1.71M
Sell
24,742
-267
-1%
-$17.6K
0.03%
468
2020
Q4
$1.55M
Buy
+25,009
New
+$1.47M
0.03%
506
Other funds holding MOAT
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance
Jackson, Mississippi
$947M AUM
13.91%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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