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

Peterson 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
2024
Q3 		$360K Buy
3,714
+10
+0.3% +$914 1.39% 17
2024
Q2 		$321K Buy
+3,704
New +$322K 1.96% 19

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Peterson Financial Group's MOAT Position: Q3 2024 in Review

Peterson Financial Group increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.27% in Q3 2024, buying an estimated $914 and bringing the position to 3,714 shares worth $360K. The position accounts for 1.39% of the portfolio, ranked #17.

Peterson Financial Group first reported a position in MOAT in Q2 2024 and has held it in 2 quarters since. 672 funds tracked by Wall St. Rank hold MOAT as of Q3 2024.

  • Peterson Financial Group held 3,714 shares of VanEck Morningstar Wide Moat ETF worth $360K as of Q3 2024.
  • Peterson Financial Group bought 10 VanEck Morningstar Wide Moat ETF shares in Q3 2024, an estimated $914.
  • VanEck Morningstar Wide Moat ETF made up 1.39% of Peterson Financial Group's portfolio in Q3 2024, its #17 holding.
  • Peterson Financial Group first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2024 and has held it in 2 quarters since.
  • 672 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.