Roosevelt Investment Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Roosevelt Investment 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
2022 Q3	$210K	Buy	+3,500	New	+$235K	0.02%	258

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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

Roosevelt Investment Group's MOAT Position: Q3 2022 in Review

Roosevelt Investment Group opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2022: 3,500 shares worth $210K. The stake represents 0.02% of the portfolio and ranks #258 among its holdings.

351 funds tracked by Wall St. Rank hold MOAT as of Q3 2022.

Roosevelt Investment Group held 3,500 shares of VanEck Morningstar Wide Moat ETF worth $210K as of Q3 2022.
VanEck Morningstar Wide Moat ETF was a new Roosevelt Investment Group position in Q3 2022.
VanEck Morningstar Wide Moat ETF made up 0.02% of Roosevelt Investment Group's portfolio in Q3 2022, its #258 holding.
351 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2022.

Based on Roosevelt Investment Group's 13F filing for Q3 2022, filed 19 Oct 2022.