Tradewinds LLC’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Tradewinds LLC’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
2025 Q3	–	Sell	-10,784	Closed	-$1.01M	–	247
2025 Q2	$1.01M	Buy	+10,784	New	+$946K	0.77%	40

Other funds holding MOAT

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Tradewinds LLC's MOAT Position: Q3 2025 in Review

Tradewinds LLC sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2025, closing a stake of 10,784 shares — an estimated $1.01M sold.

Tradewinds LLC first reported a position in MOAT in Q2 2025 and held it in 1 quarter. The position peaked at $1.01M in Q2 2025. 679 funds tracked by Wall St. Rank hold MOAT as of Q3 2025.

Tradewinds LLC reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2025 after selling out during the quarter.
Tradewinds LLC sold 10,784 VanEck Morningstar Wide Moat ETF shares in Q3 2025, an estimated $1.01M.
Tradewinds LLC first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2025 and held it in 1 quarter.
Tradewinds LLC's VanEck Morningstar Wide Moat ETF position peaked at $1.01M in Q2 2025.
679 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2025.

Based on Tradewinds LLC's 13F filing for Q3 2025, filed 29 Oct 2025.