Mariner Independent Advisor Network’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Mariner Independent Advisor Network’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	$1.68M	Buy	28,033 +3,784	+16%	+$254K	0.07%	274
2022 Q2	$1.57M	Buy	24,249 +1,692	+8%	+$116K	0.07%	295
2022 Q1	$1.69M	Buy	22,557 +475	+2%	+$35K	0.06%	287
2021 Q4	$1.69M	Buy	22,082 +6,634	+43%	+$503K	0.08%	254
2021 Q3	$1.13M	Buy	+15,448	New	+$1.16M	0.06%	313
2015 Q4	–	Sell	-10,258	Closed	-$287K	–	138
2015 Q3	$287K	Sell	10,258 -733	-7%	-$21.9K	0.11%	119
2015 Q2	$337K	Buy	+10,991	New	+$344K	0.17%	86

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 $79.5B AUM 27.1% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Mariner Independent Advisor Network's MOAT Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 16% in Q3 2022, buying an estimated $254K and bringing the position to 28,033 shares worth $1.68M. The position accounts for 0.07% of the portfolio, ranked #274.

Mariner Independent Advisor Network first reported a position in MOAT in Q2 2015 and has held it in 7 quarters since. The position peaked at $1.69M in Q4 2021. 351 funds tracked by Wall St. Rank hold MOAT as of Q3 2022.

Mariner Independent Advisor Network held 28,033 shares of VanEck Morningstar Wide Moat ETF worth $1.68M as of Q3 2022.
Mariner Independent Advisor Network bought 3,784 VanEck Morningstar Wide Moat ETF shares in Q3 2022, an estimated $254K.
VanEck Morningstar Wide Moat ETF made up 0.07% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #274 holding.
Mariner Independent Advisor Network first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2015 and has held it in 7 quarters since.
Mariner Independent Advisor Network's VanEck Morningstar Wide Moat ETF position peaked at $1.69M in Q4 2021.
351 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.