Planned Solutions Inc. Has $29.60 Million Position in VanEck Morningstar Wide Moat ETF $MOAT

Planned Solutions Inc. cut its holdings in VanEck Morningstar Wide Moat ETF (BATS:MOAT) by 1.7% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 298,684 shares of the company’s stock after selling 5,203 shares during the quarter. VanEck Morningstar Wide Moat ETF accounts for approximately 10.2% of Planned Solutions Inc.’s holdings, making the stock its largest position. Planned Solutions Inc.’s holdings in VanEck Morningstar Wide Moat ETF were worth $29,603,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in MOAT. Joseph Group Capital Management raised its stake in shares of VanEck Morningstar Wide Moat ETF by 1.6% in the third quarter. Joseph Group Capital Management now owns 134,065 shares of the company’s stock worth $13,287,000 after purchasing an additional 2,128 shares during the last quarter. Kingswood Wealth Advisors LLC boosted its position in shares of VanEck Morningstar Wide Moat ETF by 3.9% during the third quarter. Kingswood Wealth Advisors LLC now owns 18,727 shares of the company’s stock valued at $1,856,000 after buying an additional 698 shares during the last quarter. Spire Wealth Management increased its holdings in VanEck Morningstar Wide Moat ETF by 7.7% in the 3rd quarter. Spire Wealth Management now owns 3,334 shares of the company’s stock worth $330,000 after buying an additional 239 shares in the last quarter. Etesian Wealth Advisors Inc. increased its holdings in VanEck Morningstar Wide Moat ETF by 5.2% in the 3rd quarter. Etesian Wealth Advisors Inc. now owns 189,235 shares of the company’s stock worth $18,755,000 after buying an additional 9,421 shares in the last quarter. Finally, Cerity Partners LLC raised its position in VanEck Morningstar Wide Moat ETF by 0.4% in the 3rd quarter. Cerity Partners LLC now owns 336,774 shares of the company’s stock worth $33,378,000 after buying an additional 1,329 shares during the last quarter.

VanEck Morningstar Wide Moat ETF Stock Up 15.2%

Shares of BATS MOAT opened at $106.32 on Friday. The firm’s 50-day moving average price is $103.08 and its 200-day moving average price is $99.79. The company has a market cap of $14.35 billion, a PE ratio of 22.53 and a beta of 1.02. VanEck Morningstar Wide Moat ETF has a 52-week low of $75.43 and a 52-week high of $99.41.

VanEck Morningstar Wide Moat ETF 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.