Activest Wealth Management
MOAT icon

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

Activest 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 		$6.34M Sell
59,999
-29,653
-33% -$3.24M 1.17% 16
2026
Q2 		$9.32M Sell
89,652
-109,460
-55% -$11.1M 1.8% 13
2026
Q1 		$19.3M Sell
199,112
-36,531
-16% -$3.79M 3.38% 6
2025
Q4 		$24.4M Buy
235,643
+6,184
+3% +$632K 4.56% 5
2025
Q3 		$22.7M Sell
229,459
-663
-0.3% -$64.7K 4.61% 5
2025
Q2 		$21.6M Sell
230,122
-3,103
-1% -$272K 5.2% 5
2025
Q1 		$20.5M Sell
233,225
-15,827
-6% -$1.46M 5.51% 4
2024
Q4 		$23.1M Buy
249,052
+12,918
+5% +$1.24M 6.46% 4
2024
Q3 		$22.9M Buy
236,134
+3,035
+1% +$278K 7.07% 4
2024
Q2 		$20.2M Sell
233,099
-18,627
-7% -$1.62M 6.64% 4
2024
Q1 		$22.6M Buy
251,726
+7,884
+3% +$676K 10.9% 3
2023
Q4 		$20.7M Buy
243,842
+19,520
+9% +$1.52M 11.42% 3
2023
Q3 		$17M Buy
+224,322
New +$17.9M 10.47% 3
2023
Q2 		– Sell
-200,990
Closed -$14.7M – 374
2023
Q1 		$14.7M Sell
200,990
-136,729
-40% -$9.7M 9.41% 3
2022
Q4 		$21.9M Sell
337,719
-20,635
-6% -$1.34M 6.49% 4
2022
Q3 		$21.5M Buy
358,354
+192,003
+115% +$12.9M 6.95% 3
2022
Q2 		$10.6M Buy
166,351
+28,935
+21% +$1.99M 7.49% 4
2022
Q1 		$10.3M Sell
137,416
-10,102
-7% -$744K 6.6% 5
2021
Q4 		$11.2M Buy
147,518
+12,994
+10% +$985K 6.94% 3
2021
Q3 		$9.9M Buy
134,524
+8,080
+6% +$608K 6.56% 3
2021
Q2 		$9.36M Buy
126,444
+53,547
+73% +$3.9M 7.04% 4
2021
Q1 		$5.05M Buy
+72,897
New +$4.8M 4.13% 6

Other funds holding MOAT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Southern Farm Bureau Life Insurance
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Verde Capital Management
Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kelman-Lazarov Inc
Kelman-Lazarov Inc Memphis, Tennessee $776M AUM 10.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Leelyn Smith
Leelyn Smith Geneva, Illinois $903M AUM 26.5% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

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

Activest Wealth Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 33% in Q3 2026, selling an estimated $3.24M and leaving 59,999 shares worth $6.34M. The position accounts for 1.17% of the portfolio, ranked #16.

Activest Wealth Management first reported a position in MOAT in Q1 2021 and has held it in 22 quarters since. The position peaked at $24.4M in Q4 2025. 499 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

  • Activest Wealth Management held 59,999 shares of VanEck Morningstar Wide Moat ETF worth $6.34M as of Q3 2026.
  • Activest Wealth Management sold 29,653 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $3.24M.
  • VanEck Morningstar Wide Moat ETF made up 1.17% of Activest Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Activest Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2021 and has held it in 22 quarters since.
  • Activest Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $24.4M in Q4 2025.
  • 499 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.