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LifePlan Financial Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

LifePlan Financial Group’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
2020
Q3 		$6K Hold
101
– – ﹤0.01% 462
2020
Q2 		$5K Hold
101
– – ﹤0.01% 477
2020
Q1 		$4K Buy
+101
New +$5.19K ﹤0.01% 473

Other funds holding MOAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LifePlan Financial Group's MOAT Position: Q3 2020 in Review

LifePlan Financial Group held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q3 2020 at 101 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

LifePlan Financial Group first reported a position in MOAT in Q1 2020 and has held it in 3 quarters since. 226 funds tracked by Wall St. Rank hold MOAT as of Q3 2020.

  • LifePlan Financial Group held 101 shares of VanEck Morningstar Wide Moat ETF worth $6K as of Q3 2020.
  • LifePlan Financial Group left its VanEck Morningstar Wide Moat ETF share count unchanged in Q3 2020.
  • VanEck Morningstar Wide Moat ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #462 holding.
  • LifePlan Financial Group first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2020 and has held it in 3 quarters since.
  • 226 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.