Tucker Asset Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Tucker Asset Management’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 Q1	–	Sell	-88	Closed	-$8.16K	–	680
2024 Q4	$8.16K	Buy	88 +21	+31%	+$2.02K	﹤0.01%	835
2024 Q3	$6.5K	Sell	67 -229	-77%	-$20.9K	﹤0.01%	834
2024 Q2	$25.6K	Sell	296 -13	-4%	-$1.13K	0.01%	555
2024 Q1	$27.8K	Hold	309	–	–	0.01%	584
2023 Q4	$26.2K	Sell	309 -282	-48%	-$21.9K	0.01%	468
2023 Q3	$44.8K	Sell	591 -335	-36%	-$26.7K	0.01%	353
2023 Q2	$73.9K	Hold	926	–	–	0.02%	203
2023 Q1	$68.4K	Sell	926 -263	-22%	-$18.7K	0.02%	197
2022 Q4	$77.6K	Hold	1,189	–	–	0.03%	108
2022 Q3	$76.1K	Buy	1,189 +1,122	+1,675%	+$75.4K	0.02%	100
2022 Q2	$4.27K	Buy	+67	New	+$4.6K	﹤0.01%	361

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

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

MFIM

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

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Tucker Asset Management's MOAT Position: Q1 2025 in Review

Tucker Asset Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2025, closing a stake of 88 shares — an estimated $8.16K sold.

Tucker Asset Management first reported a position in MOAT in Q2 2022 and held it in 11 quarters. The position peaked at $77.6K in Q4 2022. 706 funds tracked by Wall St. Rank hold MOAT as of Q1 2025.

Tucker Asset Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2025 after selling out during the quarter.
Tucker Asset Management sold 88 VanEck Morningstar Wide Moat ETF shares in Q1 2025, an estimated $8.16K.
Tucker Asset Management first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2022 and held it in 11 quarters.
Tucker Asset Management's VanEck Morningstar Wide Moat ETF position peaked at $77.6K in Q4 2022.
706 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2025.

Based on Tucker Asset Management's 13F filing for Q1 2025, filed 6 Jan 2026.