SeaCrest Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

SeaCrest Wealth Management’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	-2,679	Closed	-$260K	–	682
2024 Q3	$260K	Sell	2,679 -2,733	-50%	-$250K	0.03%	537
2024 Q2	$469K	Buy	5,412 +62	+1%	+$5.39K	0.05%	336
2024 Q1	$481K	Buy	5,350 +1,736	+48%	+$149K	0.06%	319
2023 Q4	$300K	Buy	+3,614	New	+$281K	0.04%	454

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

SeaCrest Wealth Management's MOAT Position: Q4 2024 in Review

SeaCrest Wealth Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2024, closing a stake of 2,679 shares — an estimated $260K sold.

SeaCrest Wealth Management first reported a position in MOAT in Q4 2023 and held it in 4 quarters. The position peaked at $481K in Q1 2024. 713 funds tracked by Wall St. Rank hold MOAT as of Q4 2024.

SeaCrest Wealth Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2024 after selling out during the quarter.
SeaCrest Wealth Management sold 2,679 VanEck Morningstar Wide Moat ETF shares in Q4 2024, an estimated $260K.
SeaCrest Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and held it in 4 quarters.
SeaCrest Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $481K in Q1 2024.
713 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2024.

Based on SeaCrest Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.