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 Q2	–	Sell	-7,553	Closed	-$258K	–	1199
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

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFG

Cornerstone Financial Group Omaha, Nebraska $162M AUM 14.64% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Sowell Financial Services's MOTI Position: Q2 2026 in Review

Sowell Financial Services sold out of VanEck Morningstar International Moat ETF (MOTI) in Q2 2026, closing a stake of 7,553 shares — an estimated $258K sold.

Sowell Financial Services first reported a position in MOTI in Q2 2020 and held it in 6 quarters. The position peaked at $659K in Q2 2020. 50 funds tracked by Wall St. Rank hold MOTI as of Q2 2026.

Sowell Financial Services reported no remaining VanEck Morningstar International Moat ETF position as of Q2 2026 after selling out during the quarter.
Sowell Financial Services sold 7,553 VanEck Morningstar International Moat ETF shares in Q2 2026, an estimated $258K.
Sowell Financial Services first reported a position in VanEck Morningstar International Moat ETF in Q2 2020 and held it in 6 quarters.
Sowell Financial Services's VanEck Morningstar International Moat ETF position peaked at $659K in Q2 2020.
50 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.