360 Financial’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

360 Financial’s Portfolio MOAT Stock Details MOAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$378K	Sell	3,904 -1,859	-32%	-$193K	0.11%	53
2025 Q4	$597K	Sell	5,763 -81	-1%	-$8.27K	0.18%	46
2025 Q3	$579K	Sell	5,844 -95	-2%	-$9.27K	0.19%	47
2025 Q2	$557K	Sell	5,939 -56	-0.9%	-$4.91K	0.18%	48
2025 Q1	$528K	Sell	5,995 -560	-9%	-$51.5K	0.19%	49
2024 Q4	$608K	Sell	6,555 -44	-0.7%	-$4.24K	0.22%	41
2024 Q3	$640K	Hold	6,599	–	–	0.24%	40
2024 Q2	$572K	Sell	6,599 -124	-2%	-$10.8K	0.22%	43
2024 Q1	$604K	Hold	6,723	–	–	0.24%	39
2023 Q4	$571K	Buy	+6,723	New	+$522K	0.25%	39

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

360 Financial's MOAT Position: Q1 2026 in Review

360 Financial reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 32% in Q1 2026, selling an estimated $193K and leaving 3,904 shares worth $378K. The position accounts for 0.11% of the portfolio, ranked #53.

360 Financial first reported a position in MOAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $640K in Q3 2024. 720 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

360 Financial held 3,904 shares of VanEck Morningstar Wide Moat ETF worth $378K as of Q1 2026.
360 Financial sold 1,859 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $193K.
VanEck Morningstar Wide Moat ETF made up 0.11% of 360 Financial's portfolio in Q1 2026, its #53 holding.
360 Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 10 quarters since.
360 Financial's VanEck Morningstar Wide Moat ETF position peaked at $640K in Q3 2024.
720 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on 360 Financial's 13F filing for Q1 2026, filed 7 May 2026.