Coppell Advisory Solutions’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-286	Closed	-$26.5K	–	1264
2024 Q4	$26.5K	Buy	286 +44	+18%	+$4.24K	﹤0.01%	772
2024 Q3	$23.4K	Sell	242 -18	-7%	-$1.65K	﹤0.01%	795
2024 Q2	$22.5K	Buy	+260	New	+$22.6K	﹤0.01%	736
2023 Q4	$22.7K	Buy	+268	New	+$20.8K	﹤0.01%	690
2023 Q3	–	Sell	-11,541	Closed	-$915K	–	1421
2023 Q2	$915K	Buy	+11,541	New	+$869K	0.26%	90

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Coppell Advisory Solutions's MOAT Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2025, closing a stake of 286 shares — an estimated $26.5K sold.

Coppell Advisory Solutions first reported a position in MOAT in Q2 2023 and held it in 5 quarters. The position peaked at $915K in Q2 2023. 706 funds tracked by Wall St. Rank hold MOAT as of Q1 2025.

Coppell Advisory Solutions reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 286 VanEck Morningstar Wide Moat ETF shares in Q1 2025, an estimated $26.5K.
Coppell Advisory Solutions first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and held it in 5 quarters.
Coppell Advisory Solutions's VanEck Morningstar Wide Moat ETF position peaked at $915K in Q2 2023.
706 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.