SEC 13F Intelligence

Financial Partners Group, LLC / MOAT

Financial Partners Group, LLC’s Vaneck Etf Trust Position

Does Financial Partners Group, LLC own Vaneck Etf Trust (MOAT)? Yes — 39.6K shares worth $4M (+1.34% of its 13F portfolio) as of Q2 2025, up from 37.1K shares the prior filed quarter.

Position Value
$4M
Q2 2025
Shares
39.6K
% of Portfolio
+1.34%
Quarters Held
11
currently held

Position History MOAT

Reported value by quarter
Q4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ2 ’23Q3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ2 ’24Q3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $4MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202539.6K$4M+1.34%
Q1 202537.1K$3M+1.42%
Q4 202432.1K$3M+1.23%
Q3 202432.2K$3M+1.17%
Q2 202431.8K$3M+1.07%
Q1 202430.1K$3M+1.05%
Q4 202334.5K$3M+1.32%
Q3 202333.9K$3M+1.24%
Q2 202340.0K$3M+1.61%
Q1 202339.8K$3M+1.54%
Q4 202240.7K$3M+1.56%

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