Urban Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Urban Wealth 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
2022 Q2	$1K	Buy	+10	New	+$686	﹤0.01%	324

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

RJFSA

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

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

RJA

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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

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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

Urban Wealth Management's MOAT Position: Q2 2022 in Review

Urban Wealth Management opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2022: 10 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #324 among its holdings.

343 funds tracked by Wall St. Rank hold MOAT as of Q2 2022.

Urban Wealth Management held 10 shares of VanEck Morningstar Wide Moat ETF worth $1K as of Q2 2022.
VanEck Morningstar Wide Moat ETF was a new Urban Wealth Management position in Q2 2022.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Urban Wealth Management's portfolio in Q2 2022, its #324 holding.
343 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2022.

Based on Urban Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.