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 Q3	$502K	Sell	4,654 -293	-6%	-$32K	0.11%	86
2026 Q2	$514K	Sell	4,947 -7,055	-59%	-$713K	0.12%	80
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

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return

Able Wealth Management's MOAT Position: Q3 2026 in Review

Able Wealth Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.9% in Q3 2026, selling an estimated $32K and leaving 4,654 shares worth $502K. The position accounts for 0.11% of the portfolio, ranked #86.

Able Wealth Management first reported a position in MOAT in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.67M in Q1 2025. 236 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

Able Wealth Management held 4,654 shares of VanEck Morningstar Wide Moat ETF worth $502K as of Q3 2026.
Able Wealth Management sold 293 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $32K.
VanEck Morningstar Wide Moat ETF made up 0.11% of Able Wealth Management's portfolio in Q3 2026, its #86 holding.
Able Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2024 and has held it in 9 quarters since.
Able Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $2.67M in Q1 2025.
236 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.