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Garrison Bradford & Associates’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Garrison Bradford & Associates’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
Q3 		– Sell
-300
Closed -$28.1K – 46
2025
Q2 		$28.1K Hold
300
– – 0.03% 52
2025
Q1 		$26.4K Buy
+300
New +$27.6K 0.03% 52

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Garrison Bradford & Associates's MOAT Position: Q3 2025 in Review

Garrison Bradford & Associates sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2025, closing a stake of 300 shares — an estimated $28.1K sold.

Garrison Bradford & Associates first reported a position in MOAT in Q1 2025 and held it in 2 quarters. The position peaked at $28.1K in Q2 2025. 680 funds tracked by Wall St. Rank hold MOAT as of Q3 2025.

  • Garrison Bradford & Associates reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2025 after selling out during the quarter.
  • Garrison Bradford & Associates sold 300 VanEck Morningstar Wide Moat ETF shares in Q3 2025, an estimated $28.1K.
  • Garrison Bradford & Associates first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2025 and held it in 2 quarters.
  • Garrison Bradford & Associates's VanEck Morningstar Wide Moat ETF position peaked at $28.1K in Q2 2025.
  • 680 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2025.

Based on Garrison Bradford & Associates's 13F filing for Q3 2025, filed 4 Nov 2025.