Transform Wealth LLC Boosts Position in VanEck Morningstar Wide Moat ETF (BATS:MOAT)

Transform Wealth LLC raised its stake in VanEck Morningstar Wide Moat ETF (BATS:MOAT) by 70.5% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 26,223 shares of the company’s stock after buying an additional 10,844 shares during the period. Transform Wealth LLC’s holdings in VanEck Morningstar Wide Moat ETF were worth $2,357,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also added to or reduced their stakes in MOAT. MONECO Advisors LLC lifted its stake in VanEck Morningstar Wide Moat ETF by 4.4% in the fourth quarter. MONECO Advisors LLC now owns 3,502 shares of the company’s stock worth $297,000 after acquiring an additional 146 shares during the period. National Bank of Canada FI lifted its position in shares of VanEck Morningstar Wide Moat ETF by 1.0% in the 4th quarter. National Bank of Canada FI now owns 16,569 shares of the company’s stock worth $1,402,000 after purchasing an additional 166 shares during the period. Belpointe Asset Management LLC boosted its stake in shares of VanEck Morningstar Wide Moat ETF by 2.2% during the fourth quarter. Belpointe Asset Management LLC now owns 8,219 shares of the company’s stock valued at $698,000 after purchasing an additional 180 shares in the last quarter. Valmark Advisers Inc. increased its holdings in VanEck Morningstar Wide Moat ETF by 7.2% during the fourth quarter. Valmark Advisers Inc. now owns 2,902 shares of the company’s stock valued at $246,000 after buying an additional 194 shares during the period. Finally, Global Trust Asset Management LLC raised its stake in VanEck Morningstar Wide Moat ETF by 80.0% in the first quarter. Global Trust Asset Management LLC now owns 450 shares of the company’s stock worth $40,000 after buying an additional 200 shares in the last quarter.

VanEck Morningstar Wide Moat ETF Trading Up 0.2 %

BATS MOAT traded up $0.18 during midday trading on Friday, hitting $86.95. 880,768 shares of the company traded hands. The stock has a market capitalization of $14.70 billion, a P/E ratio of 28.30 and a beta of 1.01. The firm has a 50 day simple moving average of $86.89 and a 200-day simple moving average of $86.12.

About VanEck Morningstar Wide Moat ETF

The VanEck Morningstar Wide Moat ETF (MOAT) is an exchange-traded fund that is based on the Morningstar Wide Moat Focus 20 index. The fund tracks a staggered, equal-weighted index of 40 US companies that Morningstar determines to have the highest fair value among firms with a sustainable competitive advantage.