Able Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Able Wealth Management’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	$1.16M	Sell	12,002 -9,587	-44%	-$994K	0.31%	55
2025 Q4	$2.24M	Buy	21,589 +795	+4%	+$81.2K	0.71%	33
2025 Q3	$2.06M	Buy	20,794 +6,232	+43%	+$608K	0.77%	35
2025 Q2	$1.37M	Sell	14,562 -15,809	-52%	-$1.39M	0.69%	36
2025 Q1	$2.67M	Buy	30,371 +8,249	+37%	+$759K	1.58%	17
2024 Q4	$2.05M	Buy	22,122 +7,931	+56%	+$764K	1.35%	18
2024 Q3	$1.38M	Buy	+14,191	New	+$1.3M	1.04%	20

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 $71.6B AUM 21.08% 1-Year Est. Return

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

Able Wealth Management's MOAT Position: Q1 2026 in Review

Able Wealth Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 44% in Q1 2026, selling an estimated $994K and leaving 12,002 shares worth $1.16M. The position accounts for 0.31% of the portfolio, ranked #55.

Able Wealth Management first reported a position in MOAT in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.67M in Q1 2025. 719 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Able Wealth Management held 12,002 shares of VanEck Morningstar Wide Moat ETF worth $1.16M as of Q1 2026.
Able Wealth Management sold 9,587 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $994K.
VanEck Morningstar Wide Moat ETF made up 0.31% of Able Wealth Management's portfolio in Q1 2026, its #55 holding.
Able Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2024 and has held it in 7 quarters since.
Able Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $2.67M in Q1 2025.
719 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.