Edge Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Edge Wealth Management’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
2022 Q1	–	Sell	-140	Closed	-$11K	–	307
2021 Q4	$11K	Hold	140	–	–	﹤0.01%	292
2021 Q3	$10K	Hold	140	–	–	﹤0.01%	310
2021 Q2	$10K	Hold	140	–	–	﹤0.01%	310
2021 Q1	$10K	Hold	140	–	–	﹤0.01%	300
2020 Q4	$9K	Hold	140	–	–	﹤0.01%	278
2020 Q3	$8K	Hold	140	–	–	﹤0.01%	328
2020 Q2	$7K	Hold	140	–	–	﹤0.01%	510
2020 Q1	$6K	Hold	140	–	–	﹤0.01%	452
2019 Q4	$8K	Buy	+140	New	+$7.41K	﹤0.01%	445

Other funds holding MOAT

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

Edge Wealth Management's MOAT Position: Q1 2022 in Review

Edge Wealth Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2022, closing a stake of 140 shares — an estimated $11K sold.

Edge Wealth Management first reported a position in MOAT in Q4 2019 and held it in 9 quarters. The position peaked at $11K in Q4 2021. 347 funds tracked by Wall St. Rank hold MOAT as of Q1 2022.

Edge Wealth Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 140 VanEck Morningstar Wide Moat ETF shares in Q1 2022, an estimated $11K.
Edge Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and held it in 9 quarters.
Edge Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $11K in Q4 2021.
347 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.