Aspen Wealth Strategies LLC Has $16.17 Million Stock Position in VanEck Morningstar Wide Moat ETF $MOAT

Aspen Wealth Strategies LLC reduced its holdings in shares of VanEck Morningstar Wide Moat ETF (BATS:MOAT) by 12.4% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 163,131 shares of the company’s stock after selling 23,188 shares during the period. VanEck Morningstar Wide Moat ETF accounts for about 9.0% of Aspen Wealth Strategies LLC’s investment portfolio, making the stock its 4th largest holding. Aspen Wealth Strategies LLC’s holdings in VanEck Morningstar Wide Moat ETF were worth $16,168,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in MOAT. Boulay Financial Advisors LLC boosted its position in shares of VanEck Morningstar Wide Moat ETF by 2.0% in the 3rd quarter. Boulay Financial Advisors LLC now owns 2,119,374 shares of the company’s stock worth $210,051,000 after purchasing an additional 41,023 shares in the last quarter. Jones Financial Companies Lllp raised its stake in VanEck Morningstar Wide Moat ETF by 10.9% during the third quarter. Jones Financial Companies Lllp now owns 1,101,252 shares of the company’s stock valued at $108,275,000 after buying an additional 108,068 shares during the last quarter. Envestnet Asset Management Inc. raised its stake in VanEck Morningstar Wide Moat ETF by 9.6% during the second quarter. Envestnet Asset Management Inc. now owns 715,951 shares of the company’s stock valued at $67,149,000 after buying an additional 62,513 shares during the last quarter. Sfmg LLC grew its stake in shares of VanEck Morningstar Wide Moat ETF by 2.1% in the second quarter. Sfmg LLC now owns 616,184 shares of the company’s stock worth $57,792,000 after acquiring an additional 12,590 shares during the last quarter. Finally, Orion Porfolio Solutions LLC increased its holdings in shares of VanEck Morningstar Wide Moat ETF by 1,387.0% during the second quarter. Orion Porfolio Solutions LLC now owns 611,633 shares of the company’s stock valued at $57,365,000 after acquiring an additional 570,500 shares in the last quarter.

VanEck Morningstar Wide Moat ETF Price Performance

MOAT opened at $106.16 on Wednesday. The firm has a market cap of $14.33 billion, a PE ratio of 22.53 and a beta of 1.02. The stock has a 50-day moving average price of $105.55 and a 200-day moving average price of $102.14. VanEck Morningstar Wide Moat ETF has a 1 year low of $75.43 and a 1 year high of $108.10.

VanEck Morningstar Wide Moat ETF Company Profile

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. MOAT was launched on Apr 25, 2012 and is managed by VanEck.