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Lumature Wealth Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Lumature Wealth Partners’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
Q1 		– Sell
-89
Closed -$7K – 413
2021
Q4 		$7K Buy
+89
New +$6.75K ﹤0.01% 355

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RJFSA
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
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

Lumature Wealth Partners's MOAT Position: Q1 2022 in Review

Lumature Wealth Partners sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2022, closing a stake of 89 shares — an estimated $7K sold.

Lumature Wealth Partners first reported a position in MOAT in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 347 funds tracked by Wall St. Rank hold MOAT as of Q1 2022.

  • Lumature Wealth Partners reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2022 after selling out during the quarter.
  • Lumature Wealth Partners sold 89 VanEck Morningstar Wide Moat ETF shares in Q1 2022, an estimated $7K.
  • Lumature Wealth Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and held it in 1 quarter.
  • Lumature Wealth Partners's VanEck Morningstar Wide Moat ETF position peaked at $7K in Q4 2021.
  • 347 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2022.

Based on Lumature Wealth Partners's 13F filing for Q1 2022, filed 13 May 2022.