MOAT VANECK ETF TRUST

Ownership history in Sunpointe, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Sunpointe, LLC reported a position in VANECK ETF TRUST (MOAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.15% (2024 Q3)
Avg. % of fund
2.21%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 57,442 +5,217 +10.0% 1.97% $5.9M $103.56
2025 Q3 ADDED 52,225 +5,513 +11.8% 1.87% $5.2M $97.78
2025 Q2 ADDED 46,712 +7,513 +19.2% 1.74% $4.4M $92.54
2025 Q1 ADDED 39,199 +1,180 +3.1% 1.84% $3.4M $86.82
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MOAT price (monthly, adj. close)
← Back to Sunpointe, LLC Holdings