SEC 13F Intelligence

Usadvisors Wealth Management, LLC / MOAT

Usadvisors Wealth Management, LLC’s Vaneck Etf Trust Position

Does Usadvisors Wealth Management, LLC own Vaneck Etf Trust (MOAT)? Not currently — the last reported position was 51.6K shares worth $5M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q3 2024
Shares
51.6K
% of Portfolio
+1.75%
Quarters Held
4
position exited

Position History MOAT

Reported value by quarter
Q4 ’23: $5MQ4 ’23Q1 ’24: $5MQ1 ’24Q2 ’24: $5MQ2 ’24Q3 ’24: $5MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202451.6K$5M+1.75%
Q2 202454.2K$5M+1.65%
Q1 202455.9K$5M+1.89%
Q4 202358.5K$5M+2.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Usadvisors Wealth Management, LLC’s full portfolio or all institutional holders of MOAT.