Tradition Wealth Management’s VanEck Morningstar Global Wide Moat ETF MOTG Stock Holding History

Tradition Wealth Management’s Portfolio MOTG Stock Details MOTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-500	Closed	-$16K	–	1202
2022 Q2	$16K	Hold	500	–	–	﹤0.01%	700
2022 Q1	$18K	Hold	500	–	–	﹤0.01%	747
2021 Q4	$19K	Hold	500	–	–	﹤0.01%	747
2021 Q3	$19K	Hold	500	–	–	﹤0.01%	743
2021 Q2	$20K	Hold	500	–	–	﹤0.01%	754
2021 Q1	$18K	Buy	+500	New	+$18.1K	﹤0.01%	655

Other funds holding MOTG

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CBFP

Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

FCAG

First Capital Advisors Group Little Silver, New Jersey $192M AUM 17.47% 1-Year Est. Return

SIA

SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Tradition Wealth Management's MOTG Position: Q3 2022 in Review

Tradition Wealth Management sold out of VanEck Morningstar Global Wide Moat ETF (MOTG) in Q3 2022, closing a stake of 500 shares — an estimated $16K sold.

Tradition Wealth Management first reported a position in MOTG in Q1 2021 and held it in 6 quarters. The position peaked at $20K in Q2 2021. 12 funds tracked by Wall St. Rank hold MOTG as of Q3 2022.

Tradition Wealth Management reported no remaining VanEck Morningstar Global Wide Moat ETF position as of Q3 2022 after selling out during the quarter.
Tradition Wealth Management sold 500 VanEck Morningstar Global Wide Moat ETF shares in Q3 2022, an estimated $16K.
Tradition Wealth Management first reported a position in VanEck Morningstar Global Wide Moat ETF in Q1 2021 and held it in 6 quarters.
Tradition Wealth Management's VanEck Morningstar Global Wide Moat ETF position peaked at $20K in Q2 2021.
12 funds tracked by Wall St. Rank held VanEck Morningstar Global Wide Moat ETF as of Q3 2022.

Based on Tradition Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.