Pinnacle Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Pinnacle Wealth 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
2021 Q2	$120K	Buy	+1,625	New	+$118K	﹤0.01%	365

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

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

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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Pinnacle Wealth Advisors's MOAT Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2021: 1,625 shares worth $120K. The stake represents ﹤0.01% of the portfolio and ranks #365 among its holdings.

304 funds tracked by Wall St. Rank hold MOAT as of Q2 2021.

Pinnacle Wealth Advisors held 1,625 shares of VanEck Morningstar Wide Moat ETF worth $120K as of Q2 2021.
VanEck Morningstar Wide Moat ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #365 holding.
304 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.