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

Monumental 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
2022
Q3 		– Sell
-24,278
Closed -$1.55M – 37
2022
Q2 		$1.55M Buy
+24,278
New +$1.67M 1.42% 16

Other funds holding MOAT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
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

Monumental Financial Group's MOAT Position: Q3 2022 in Review

Monumental Financial Group sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2022, closing a stake of 24,278 shares — an estimated $1.55M sold.

Monumental Financial Group first reported a position in MOAT in Q2 2022 and held it in 1 quarter. The position peaked at $1.55M in Q2 2022. 351 funds tracked by Wall St. Rank hold MOAT as of Q3 2022.

  • Monumental Financial Group reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2022 after selling out during the quarter.
  • Monumental Financial Group sold 24,278 VanEck Morningstar Wide Moat ETF shares in Q3 2022, an estimated $1.55M.
  • Monumental Financial Group first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2022 and held it in 1 quarter.
  • Monumental Financial Group's VanEck Morningstar Wide Moat ETF position peaked at $1.55M in Q2 2022.
  • 351 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2022.

Based on Monumental Financial Group's 13F filing for Q3 2022, filed 13 Oct 2022.