J. Arnold Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

J. Arnold Wealth Management’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 Q3	–	Sell	-1,019	Closed	-$65K	–	52
2022 Q2	$65K	Buy	1,019 +832	+445%	+$57.1K	0.05%	24
2022 Q1	$14K	Sell	187 -201	-52%	-$14.8K	0.01%	37
2021 Q4	$30K	Buy	388 +83	+27%	+$6.29K	0.01%	42
2021 Q3	$22K	Buy	+305	New	+$23K	0.01%	54

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

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

OIA

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

J. Arnold Wealth Management's MOAT Position: Q3 2022 in Review

J. Arnold Wealth Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2022, closing a stake of 1,019 shares — an estimated $65K sold.

J. Arnold Wealth Management first reported a position in MOAT in Q3 2021 and held it in 4 quarters. The position peaked at $65K in Q2 2022. 351 funds tracked by Wall St. Rank hold MOAT as of Q3 2022.

J. Arnold Wealth Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2022 after selling out during the quarter.
J. Arnold Wealth Management sold 1,019 VanEck Morningstar Wide Moat ETF shares in Q3 2022, an estimated $65K.
J. Arnold Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2021 and held it in 4 quarters.
J. Arnold Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $65K in Q2 2022.
351 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2022.

Based on J. Arnold Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.