Hobbs Group Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Hobbs Group Advisors’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
2023 Q4	$2.6K	Buy	+31	New	+$2.41K	﹤0.01%	447

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

RJA

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hobbs Group Advisors's MOAT Position: Q4 2023 in Review

Hobbs Group Advisors opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2023: 31 shares worth $2.6K. The stake represents ﹤0.01% of the portfolio and ranks #447 among its holdings.

617 funds tracked by Wall St. Rank hold MOAT as of Q4 2023.

Hobbs Group Advisors held 31 shares of VanEck Morningstar Wide Moat ETF worth $2.6K as of Q4 2023.
VanEck Morningstar Wide Moat ETF was a new Hobbs Group Advisors position in Q4 2023.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Hobbs Group Advisors's portfolio in Q4 2023, its #447 holding.
617 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2023.

Based on Hobbs Group Advisors's 13F filing for Q4 2023, filed 16 Feb 2024.