IMG Wealth Management, Inc. MOAT β€” VANECK ETF TRUST

Ownership history in IMG Wealth Management, Inc.  Β·  5 quarters on record

AI Ownership Summary

IMG Wealth Management, Inc. reported VANECK ETF TRUST (MOAT) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 4.07% in 2024 Q4. The latest visible filing shows MOAT at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MOAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IMG Wealth Management, Inc.'s position in VANECK ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MOAT was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.07% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MOAT stock page IMG Wealth Management, Inc. fund profile IMG Wealth Management, Inc. full holdings
How IMG Wealth Management, Inc. held MOAT β€” position size vs. price
% of Fund (quarterly)    MOAT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 40.7% -6.6% βœ… 5,520 -3,786 -40.7% 0.36% $572K 2026-02-14 (Est.) $105.57
2025 Q3 REDUCED 18.6% +6.8% ❌ 9,306 -2,120 -18.6% 0.62% $922K 2025-11-05 $99.53
2025 Q2 REDUCED 77.0% +5.0% ❌ 11,426 -38,245 -77.0% 0.83% $1.1M 2025-07-30 $96.89
2025 Q1 ADDED β€” β€” β€” 49,671 +2,280 +4.8% 3.93% $4.4M 2025-04-23 $81.76
2024 Q4 INITIATED β€” β€” β€” 47,391 β€” β€” 4.07% $4.4M 2025-02-10 $90.52

🏒 Other funds also holding MOAT

As of 2026 Q1 β€” sorted by position size

Graver Capital Management, LLC 14.07% Verde Capital Management 3Y 13.61% KRM WEALTH MANAGEMENT L.L.C. 11.36% Planned Solutions, Inc. 3Y 9.22% Buttonwood Financial Advisors Inc. 3Y 8.88% Provenance Wealth Advisors, LLC 8.87% Beaumont Asset Management, L.L.C. 3Y 8.12% Whitaker-Myers Wealth Managers, LTD. 3Y 7.82% Kelman-Lazarov, Inc. 3Y 7Y 7.78% Altus Wealth Group LLC 3Y 7.77%

FAQ About IMG Wealth Management, Inc. and MOAT

These are the practical questions this page is built to answer before you even open the full history table.

How long has IMG Wealth Management, Inc. reported owning MOAT?

IMG Wealth Management, Inc. reported MOAT across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported MOAT position in IMG Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for MOAT was 4.07% in 2024 Q4.

What is the latest reported MOAT position on this page?

The most recent filing on this page is 2025 Q4, when IMG Wealth Management, Inc. reported 5,520 shares, equal to 0.36% of portfolio, with an estimated market value of $572K.

What does the chart on this MOAT ownership page compare?

The chart compares IMG Wealth Management, Inc.'s quarterly MOAT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did IMG Wealth Management, Inc. time their MOAT position?

Based on 13F filing dates vs. subsequent MOAT price moves, IMG Wealth Management, Inc. correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on MOAT relative to SPY over the holding period was +2.2%.

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