Addison Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Addison Advisors’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	$39.2K	Hold	405	–	–	0.01%	464
2025 Q4	$41.9K	Hold	405	–	–	0.01%	445
2025 Q3	$40.1K	Hold	405	–	–	0.01%	439
2025 Q2	$38K	Hold	405	–	–	0.01%	438
2025 Q1	$35.6K	Hold	405	–	–	0.01%	416
2024 Q4	$37.6K	Hold	405	–	–	0.01%	414
2024 Q3	$39.3K	Hold	405	–	–	0.01%	424
2024 Q2	$35.1K	Hold	405	–	–	0.01%	413
2024 Q1	$36.4K	Hold	405	–	–	0.01%	400
2023 Q4	$34.4K	Hold	405	–	–	0.01%	396
2023 Q3	$30.7K	Buy	+405	New	+$32.2K	0.01%	377

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 $6.18B AUM 18.43% 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

Addison Advisors's MOAT Position: Q1 2026 in Review

Addison Advisors held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2026 at 405 shares worth $39.2K. The position accounts for 0.01% of the portfolio, ranked #464.

Addison Advisors first reported a position in MOAT in Q3 2023 and has held it in 11 quarters since. The position peaked at $41.9K in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Addison Advisors held 405 shares of VanEck Morningstar Wide Moat ETF worth $39.2K as of Q1 2026.
Addison Advisors left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2026.
VanEck Morningstar Wide Moat ETF made up 0.01% of Addison Advisors's portfolio in Q1 2026, its #464 holding.
Addison Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 11 quarters since.
Addison Advisors's VanEck Morningstar Wide Moat ETF position peaked at $41.9K in Q4 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.