Epic Trust Investment Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Epic Trust Investment 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 Q2	$367K	Sell	4,242 -210	-5%	-$18.2K	0.4%	63
2024 Q1	$400K	Buy	4,452 +44	+1%	+$3.77K	0.49%	50
2023 Q4	$374K	Buy	4,408 +65	+1%	+$5.05K	0.5%	53
2023 Q3	$329K	Buy	4,343 +1,063	+32%	+$84.6K	0.52%	57
2023 Q2	$262K	Buy	+3,280	New	+$247K	0.37%	73

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Epic Trust Investment Advisors's MOAT Position: Q2 2024 in Review

Epic Trust Investment Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 4.7% in Q2 2024, selling an estimated $18.2K and leaving 4,242 shares worth $367K. The position accounts for 0.4% of the portfolio, ranked #63.

Epic Trust Investment Advisors first reported a position in MOAT in Q2 2023 and has held it in 5 quarters since. The position peaked at $400K in Q1 2024. 658 funds tracked by Wall St. Rank hold MOAT as of Q2 2024.

Epic Trust Investment Advisors held 4,242 shares of VanEck Morningstar Wide Moat ETF worth $367K as of Q2 2024.
Epic Trust Investment Advisors sold 210 VanEck Morningstar Wide Moat ETF shares in Q2 2024, an estimated $18.2K.
VanEck Morningstar Wide Moat ETF made up 0.4% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #63 holding.
Epic Trust Investment Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and has held it in 5 quarters since.
Epic Trust Investment Advisors's VanEck Morningstar Wide Moat ETF position peaked at $400K in Q1 2024.
658 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.