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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
-832
Closed -$77K – 507
2024
Q4 		$77K Buy
+832
New +$80.1K 0.03% 210

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MFIM
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Commonwealth Equity Services
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BFA
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
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PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s MOAT Position: Q1 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2025, closing a stake of 832 shares — an estimated $77K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in MOAT in Q4 2024 and held it in 1 quarter. The position peaked at $77K in Q4 2024. 706 funds tracked by Wall St. Rank hold MOAT as of Q1 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 832 VanEck Morningstar Wide Moat ETF shares in Q1 2025, an estimated $77K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s VanEck Morningstar Wide Moat ETF position peaked at $77K in Q4 2024.
  • 706 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2025, filed 7 Aug 2026.