U.S. Capital Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

U.S. Capital Wealth Advisors’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
2023 Q3	–	Sell	-16,165	Closed	-$1.29M	–	668
2023 Q2	$1.29M	Sell	16,165 -1,497	-8%	-$113K	0.06%	279
2023 Q1	$1.3M	Sell	17,662 -1,273	-7%	-$90.4K	0.06%	264
2022 Q4	$1.23M	Sell	18,935 -866	-4%	-$56.2K	0.06%	292
2022 Q3	$1.19M	Sell	19,801 -1,562	-7%	-$105K	0.06%	302
2022 Q2	$1.36M	Sell	21,363 -5,410	-20%	-$371K	0.06%	294
2022 Q1	$2M	Buy	26,773 +3,356	+14%	+$247K	0.07%	252
2021 Q4	$1.78M	Buy	23,417 +1,044	+5%	+$79.1K	0.07%	283
2021 Q3	$1.64M	Buy	+22,373	New	+$1.68M	0.07%	290

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

U.S. Capital Wealth Advisors's MOAT Position: Q3 2023 in Review

U.S. Capital Wealth Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2023, closing a stake of 16,165 shares — an estimated $1.29M sold.

U.S. Capital Wealth Advisors first reported a position in MOAT in Q3 2021 and held it in 8 quarters. The position peaked at $2M in Q1 2022. 520 funds tracked by Wall St. Rank hold MOAT as of Q3 2023.

U.S. Capital Wealth Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 16,165 VanEck Morningstar Wide Moat ETF shares in Q3 2023, an estimated $1.29M.
U.S. Capital Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2021 and held it in 8 quarters.
U.S. Capital Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $2M in Q1 2022.
520 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.