Filings Show Wealth Managers Shift ETF Holdings

7 sourcesUpdated Nov 9, 20261 min read

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Filings Show Wealth Managers Shift ETF Holdings — © IJR

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Institutional investors reported mixed third-quarter activity in the VanEck Morningstar Wide Moat ETF (MOAT): Endowment Wealth Management, Principle Wealth Partners and Jacksonville Wealth Management disclosed new positions, while Asset One Wealth Management cut its stake by 53.5%. Jacksonville’s new holding totaled 45,771 shares, about 2.5% of its portfolio. MOAT, which tracks 40 U.S. companies Morningstar identifies as having sustainable competitive advantages, recently traded around $114, near its 52-week high of $118.52.

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