Financial Enhancement Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Financial Enhancement Group’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
2020 Q1	–	Sell	-13,912	Closed	-$762K	–	300
2019 Q4	$762K	Buy	13,912 +176	+1%	+$9.31K	0.19%	55
2019 Q3	$689K	Buy	13,736 +33	+0.2%	+$1.62K	0.19%	53
2019 Q2	$658K	Sell	13,703 -5,194	-27%	-$246K	0.19%	61
2019 Q1	$881K	Buy	+18,897	New	+$854K	0.27%	47

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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 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

RJFSA

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

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Financial Enhancement Group's MOAT Position: Q1 2020 in Review

Financial Enhancement Group sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2020, closing a stake of 13,912 shares — an estimated $762K sold.

Financial Enhancement Group first reported a position in MOAT in Q1 2019 and held it in 4 quarters. The position peaked at $881K in Q1 2019. 212 funds tracked by Wall St. Rank hold MOAT as of Q1 2020.

Financial Enhancement Group reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2020 after selling out during the quarter.
Financial Enhancement Group sold 13,912 VanEck Morningstar Wide Moat ETF shares in Q1 2020, an estimated $762K.
Financial Enhancement Group first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2019 and held it in 4 quarters.
Financial Enhancement Group's VanEck Morningstar Wide Moat ETF position peaked at $881K in Q1 2019.
212 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2020.

Based on Financial Enhancement Group's 13F filing for Q1 2020, filed 4 May 2020.