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NBC Securities’s VanEck Morningstar Global Wide Moat ETF MOTG Stock Holding History

NBC Securities’s Portfolio MOTG Stock Details MOTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-196
Closed -$6K – 2218
2023
Q4 		$6K Sell
196
-16
-8% -$525 ﹤0.01% 1840
2023
Q3 		$6K Buy
+212
New +$7.2K ﹤0.01% 1834

Other funds holding MOTG

CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

NBC Securities's MOTG Position: Q1 2024 in Review

NBC Securities sold out of VanEck Morningstar Global Wide Moat ETF (MOTG) in Q1 2024, closing a stake of 196 shares — an estimated $6K sold.

NBC Securities first reported a position in MOTG in Q3 2023 and held it in 2 quarters. The position peaked at $6K in Q4 2023. 12 funds tracked by Wall St. Rank hold MOTG as of Q1 2024.

  • NBC Securities reported no remaining VanEck Morningstar Global Wide Moat ETF position as of Q1 2024 after selling out during the quarter.
  • NBC Securities sold 196 VanEck Morningstar Global Wide Moat ETF shares in Q1 2024, an estimated $6K.
  • NBC Securities first reported a position in VanEck Morningstar Global Wide Moat ETF in Q3 2023 and held it in 2 quarters.
  • NBC Securities's VanEck Morningstar Global Wide Moat ETF position peaked at $6K in Q4 2023.
  • 12 funds tracked by Wall St. Rank held VanEck Morningstar Global Wide Moat ETF as of Q1 2024.

Based on NBC Securities's 13F filing for Q1 2024, filed 5 Apr 2024.