Petra Financial Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Petra Financial Advisors’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 Q4	–	Sell	-8,346	Closed	-$809K	–	149
2024 Q3	$809K	Buy	+8,346	New	+$763K	0.53%	53
2024 Q1	–	Sell	-9,249	Closed	-$785K	–	127
2023 Q4	$785K	Sell	9,249 -242	-3%	-$18.8K	0.66%	46
2023 Q3	$720K	Buy	9,491 +1,273	+15%	+$101K	0.6%	54
2023 Q2	$656K	Buy	+8,218	New	+$619K	0.59%	51

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Petra Financial Advisors's MOAT Position: Q4 2024 in Review

Petra Financial Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2024, closing a stake of 8,346 shares — an estimated $809K sold.

Petra Financial Advisors first reported a position in MOAT in Q2 2023 and held it in 4 quarters. The position peaked at $809K in Q3 2024. 713 funds tracked by Wall St. Rank hold MOAT as of Q4 2024.

Petra Financial Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2024 after selling out during the quarter.
Petra Financial Advisors sold 8,346 VanEck Morningstar Wide Moat ETF shares in Q4 2024, an estimated $809K.
Petra Financial Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and held it in 4 quarters.
Petra Financial Advisors's VanEck Morningstar Wide Moat ETF position peaked at $809K in Q3 2024.
713 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2024.

Based on Petra Financial Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.