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

Next 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
2021 Q4	$181K	Sell	2,369 -35	-1%	-$2.65K	0.01%	940
2021 Q3	$176K	Buy	2,404 +667	+38%	+$50.2K	0.01%	896
2021 Q2	$128K	Buy	1,737 +700	+68%	+$51K	0.01%	1005
2021 Q1	$72K	Buy	1,037 +138	+15%	+$9.09K	0.01%	1142
2020 Q4	$56K	Buy	899 +6	+0.7%	+$353	0.01%	1170
2020 Q3	$49K	Buy	+893	New	+$48.8K	0.01%	1113
2019 Q4	–	Sell	-7,558	Closed	-$379K	–	2475
2019 Q3	$379K	Buy	7,558 +187	+3%	+$9.17K	0.04%	427
2019 Q2	$354K	Buy	+7,371	New	+$349K	0.04%	460
2017 Q3	–	Sell	-870	Closed	-$34K	–	1881
2017 Q2	$34K	Hold	870	–	–	0.01%	893
2017 Q1	$33K	Buy	870 +520	+149%	+$19.2K	0.01%	859
2016 Q4	$12K	Hold	350	–	–	﹤0.01%	1575
2016 Q3	$12K	Hold	350	–	–	﹤0.01%	1587
2016 Q2	$11K	Hold	350	–	–	﹤0.01%	1169
2016 Q1	$10K	Buy	+350	New	+$10K	﹤0.01%	1163
2015 Q2	–	Sell	-120	Closed	-$3K	–	1909
2015 Q1	$3K	Hold	120	–	–	﹤0.01%	1618
2014 Q4	$4K	Sell	120 -1,660	-93%	-$52K	﹤0.01%	1589
2014 Q3	$56K	Buy	+1,780	New	+$55.4K	0.01%	887

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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Next Financial Group's MOAT Position: Q4 2021 in Review

Next Financial Group reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.5% in Q4 2021, selling an estimated $2.65K and leaving 2,369 shares worth $181K. The position accounts for 0.01% of the portfolio, ranked #940.

Next Financial Group first reported a position in MOAT in Q3 2014 and has held it in 17 quarters since. The position peaked at $379K in Q3 2019. 350 funds tracked by Wall St. Rank hold MOAT as of Q4 2021.

Next Financial Group held 2,369 shares of VanEck Morningstar Wide Moat ETF worth $181K as of Q4 2021.
Next Financial Group sold 35 VanEck Morningstar Wide Moat ETF shares in Q4 2021, an estimated $2.65K.
VanEck Morningstar Wide Moat ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #940 holding.
Next Financial Group first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2014 and has held it in 17 quarters since.
Next Financial Group's VanEck Morningstar Wide Moat ETF position peaked at $379K in Q3 2019.
350 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.