JNBA Financial Advisors’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

JNBA Financial Advisors’s Portfolio MOTI Stock Details MOTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$741K	Hold	21,702	–	–	0.06%	117
2025 Q4	$796K	Sell	21,702 -276	-1%	-$10.4K	0.07%	112
2025 Q3	$815K	Hold	21,978	–	–	0.07%	105
2025 Q2	$762K	Sell	21,978 -6,531	-23%	-$220K	0.07%	105
2025 Q1	$949K	Sell	28,509 -6,868	-19%	-$223K	0.1%	88
2024 Q4	$1.07M	Sell	35,377 -4,493	-11%	-$148K	0.11%	83
2024 Q3	$1.4M	Sell	39,870 -35,818	-47%	-$1.16M	0.14%	77
2024 Q2	$2.37M	Sell	75,688 -3,477	-4%	-$111K	0.25%	57
2024 Q1	$2.46M	Sell	79,165 -12,169	-13%	-$369K	0.26%	54
2023 Q4	$2.84M	Sell	91,334 -6,574	-7%	-$197K	0.32%	52
2023 Q3	$2.92M	Sell	97,908 -4,822	-5%	-$152K	0.36%	51
2023 Q2	$3.26M	Buy	102,730 +19,787	+24%	+$626K	0.39%	50
2023 Q1	$2.65M	Buy	82,943 +3,872	+5%	+$122K	0.35%	55
2022 Q4	$2.29M	Sell	79,071 -8,939	-10%	-$249K	0.32%	57
2022 Q3	$2.2M	Buy	88,010 +7,471	+9%	+$211K	0.34%	55
2022 Q2	$2.33M	Buy	80,539 +20,543	+34%	+$622K	0.35%	53
2022 Q1	$1.9M	Buy	59,996 +20,015	+50%	+$649K	0.25%	64
2021 Q4	$1.28M	Buy	39,981 +2,872	+8%	+$96.2K	0.16%	86
2021 Q3	$1.25M	Buy	37,109 +4,611	+14%	+$159K	0.17%	80
2021 Q2	$1.17M	Buy	32,498 +4,388	+16%	+$161K	0.16%	87
2021 Q1	$1.01M	Buy	28,110 +6,176	+28%	+$216K	0.15%	88
2020 Q4	$738K	Buy	21,934 +1,565	+8%	+$49.7K	0.12%	90
2020 Q3	$597K	Hold	20,369	–	–	0.12%	88
2020 Q2	$575K	Buy	20,369 +230	+1%	+$6.15K	0.12%	91
2020 Q1	$496K	Buy	20,139 +3,178	+19%	+$92.3K	0.12%	89
2019 Q4	$544K	Buy	16,961 +7,085	+72%	+$225K	0.1%	93
2019 Q3	$301K	Buy	9,876 +1,483	+18%	+$44.8K	0.06%	116
2019 Q2	$260K	Buy	8,393 +6,750	+411%	+$209K	0.05%	133
2019 Q1	$51K	Buy	+1,643	New	+$50.5K	0.01%	227

Other funds holding MOTI

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

CFG

Cornerstone Financial Group Omaha, Nebraska $156M AUM 12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

JNBA Financial Advisors's MOTI Position: Q1 2026 in Review

JNBA Financial Advisors held its VanEck Morningstar International Moat ETF (MOTI) position steady in Q1 2026 at 21,702 shares worth $741K. The position accounts for 0.06% of the portfolio, ranked #117.

JNBA Financial Advisors first reported a position in MOTI in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.26M in Q2 2023. 60 funds tracked by Wall St. Rank hold MOTI as of Q1 2026.

JNBA Financial Advisors held 21,702 shares of VanEck Morningstar International Moat ETF worth $741K as of Q1 2026.
JNBA Financial Advisors left its VanEck Morningstar International Moat ETF share count unchanged in Q1 2026.
VanEck Morningstar International Moat ETF made up 0.06% of JNBA Financial Advisors's portfolio in Q1 2026, its #117 holding.
JNBA Financial Advisors first reported a position in VanEck Morningstar International Moat ETF in Q1 2019 and has held it in 29 quarters since.
JNBA Financial Advisors's VanEck Morningstar International Moat ETF position peaked at $3.26M in Q2 2023.
60 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.