Fortitude Advisory Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Fortitude Advisory 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
2022 Q2	–	Sell	-302	Closed	-$23K	–	857
2022 Q1	$23K	Hold	302	–	–	0.01%	789
2021 Q4	$23K	Buy	+302	New	+$22.9K	0.01%	810

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

RJA

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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

Fortitude Advisory Group's MOAT Position: Q2 2022 in Review

Fortitude Advisory Group sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2022, closing a stake of 302 shares — an estimated $23K sold.

Fortitude Advisory Group first reported a position in MOAT in Q4 2021 and held it in 2 quarters. The position peaked at $23K in Q1 2022. 343 funds tracked by Wall St. Rank hold MOAT as of Q2 2022.

Fortitude Advisory Group reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 302 VanEck Morningstar Wide Moat ETF shares in Q2 2022, an estimated $23K.
Fortitude Advisory Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's VanEck Morningstar Wide Moat ETF position peaked at $23K in Q1 2022.
343 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.