Sheaff Brock Investment Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Sheaff Brock Investment 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
2023 Q4	–	Sell	-4,673	Closed	-$354K	–	493
2023 Q3	$354K	Hold	4,673	–	–	0.03%	295
2023 Q2	$373K	Buy	+4,673	New	+$352K	0.03%	305
2020 Q3	–	Sell	-4,370	Closed	-$228K	–	485
2020 Q2	$228K	Buy	+4,370	New	+$218K	0.02%	358
2020 Q1	–	Sell	-4,370	Closed	-$239K	–	466
2019 Q4	$239K	Buy	+4,370	New	+$231K	0.02%	376

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MFIM

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

Sheaff Brock Investment Advisors's MOAT Position: Q4 2023 in Review

Sheaff Brock Investment Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2023, closing a stake of 4,673 shares — an estimated $354K sold.

Sheaff Brock Investment Advisors first reported a position in MOAT in Q4 2019 and held it in 4 quarters. The position peaked at $373K in Q2 2023. 617 funds tracked by Wall St. Rank hold MOAT as of Q4 2023.

Sheaff Brock Investment Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2023 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 4,673 VanEck Morningstar Wide Moat ETF shares in Q4 2023, an estimated $354K.
Sheaff Brock Investment Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and held it in 4 quarters.
Sheaff Brock Investment Advisors's VanEck Morningstar Wide Moat ETF position peaked at $373K in Q2 2023.
617 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.