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GM Advisory Group’s VanEck Morningstar Global Wide Moat ETF MOTG Stock Holding History

GM Advisory Group’s Portfolio MOTG Stock Details MOTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$678K Buy
18,303
+3,786
+26% +$150K 0.03% 197
2025
Q4 		$563K Buy
14,517
+5,522
+61% +$245K 0.02% 202
2025
Q3 		$405K Buy
8,995
+2,026
+29% +$88.6K 0.02% 214
2025
Q2 		$296K Buy
6,969
+1,512
+28% +$60.2K 0.01% 243
2025
Q1 		$212K Buy
+5,457
New +$210K 0.01% 249

Other funds holding MOTG

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GM Advisory Group's MOTG Position: Q1 2026 in Review

GM Advisory Group increased its VanEck Morningstar Global Wide Moat ETF (MOTG) stake by 26% in Q1 2026, buying an estimated $150K and bringing the position to 18,303 shares worth $678K. The position accounts for 0.03% of the portfolio, ranked #197.

GM Advisory Group first reported a position in MOTG in Q1 2025 and has held it in 5 quarters since. 10 funds tracked by Wall St. Rank hold MOTG as of Q1 2026.

  • GM Advisory Group held 18,303 shares of VanEck Morningstar Global Wide Moat ETF worth $678K as of Q1 2026.
  • GM Advisory Group bought 3,786 VanEck Morningstar Global Wide Moat ETF shares in Q1 2026, an estimated $150K.
  • VanEck Morningstar Global Wide Moat ETF made up 0.03% of GM Advisory Group's portfolio in Q1 2026, its #197 holding.
  • GM Advisory Group first reported a position in VanEck Morningstar Global Wide Moat ETF in Q1 2025 and has held it in 5 quarters since.
  • 10 funds tracked by Wall St. Rank held VanEck Morningstar Global Wide Moat ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.