Sowell Financial Services’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Sowell Financial Services’s Portfolio MOTI Stock Details MOTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$258K	Buy	7,553 +144	+2%	+$5.33K	0.01%	896
2025 Q4	$272K	Sell	7,409 -14	-0.2%	-$526	0.01%	869
2025 Q3	$275K	Sell	7,423 -6	-0.1%	-$216	0.01%	841
2025 Q2	$258K	Sell	7,429 -535	-7%	-$18K	0.01%	861
2025 Q1	$265K	Buy	+7,964	New	+$259K	0.01%	819
2020 Q3	–	Sell	-23,324	Closed	-$659K	–	2647
2020 Q2	$659K	Buy	+23,324	New	+$623K	0.04%	375

Other funds holding MOTI

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

CFG

Cornerstone Financial Group Omaha, Nebraska $156M AUM 12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Sowell Financial Services's MOTI Position: Q1 2026 in Review

Sowell Financial Services increased its VanEck Morningstar International Moat ETF (MOTI) stake by 1.9% in Q1 2026, buying an estimated $5.33K and bringing the position to 7,553 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #896.

Sowell Financial Services first reported a position in MOTI in Q2 2020 and has held it in 6 quarters since. The position peaked at $659K in Q2 2020. 60 funds tracked by Wall St. Rank hold MOTI as of Q1 2026.

Sowell Financial Services held 7,553 shares of VanEck Morningstar International Moat ETF worth $258K as of Q1 2026.
Sowell Financial Services bought 144 VanEck Morningstar International Moat ETF shares in Q1 2026, an estimated $5.33K.
VanEck Morningstar International Moat ETF made up 0.01% of Sowell Financial Services's portfolio in Q1 2026, its #896 holding.
Sowell Financial Services first reported a position in VanEck Morningstar International Moat ETF in Q2 2020 and has held it in 6 quarters since.
Sowell Financial Services's VanEck Morningstar International Moat ETF position peaked at $659K in Q2 2020.
60 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.