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Relative Value Partners Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Relative Value Partners 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
Q2 		$633K Buy
+7,309
New +$635K 0.08% 193
2021
Q4 		– Sell
-4,305
Closed -$315K – 193
2021
Q3 		$315K Buy
+4,305
New +$324K 0.02% 158

Other funds holding MOAT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Relative Value Partners Group's MOAT Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2024: 7,309 shares worth $633K. The stake represents 0.08% of the portfolio and ranks #193 among its holdings. This is a return to the name: Relative Value Partners Group previously reported a position in MOAT as recently as Q3 2021.

Relative Value Partners Group first reported a position in MOAT in Q3 2021 and has held it in 2 quarters since. 660 funds tracked by Wall St. Rank hold MOAT as of Q2 2024.

  • Relative Value Partners Group held 7,309 shares of VanEck Morningstar Wide Moat ETF worth $633K as of Q2 2024.
  • VanEck Morningstar Wide Moat ETF was a new Relative Value Partners Group position in Q2 2024.
  • VanEck Morningstar Wide Moat ETF made up 0.08% of Relative Value Partners Group's portfolio in Q2 2024, its #193 holding.
  • Relative Value Partners Group first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2021 and has held it in 2 quarters since.
  • 660 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.