Advyzon Investment Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Advyzon Investment 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 Q2	$1.21M	Sell	11,634 -529	-4%	-$53.5K	0.09%	222
2026 Q1	$1.18M	Sell	12,163 -3,768	-24%	-$391K	0.11%	191
2025 Q4	$1.65M	Buy	15,931 +3,422	+27%	+$349K	0.19%	117
2025 Q3	$1.24M	Buy	12,509 +2,300	+23%	+$224K	0.21%	109
2025 Q2	$958K	Sell	10,209 -229	-2%	-$20.1K	0.21%	104
2025 Q1	$919K	Sell	10,438 -1,694	-14%	-$156K	0.32%	61
2024 Q4	$1.12M	Buy	+12,132	New	+$1.17M	0.43%	41

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFIM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Advyzon Investment Management's MOAT Position: Q2 2026 in Review

Advyzon Investment Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 4.3% in Q2 2026, selling an estimated $53.5K and leaving 11,634 shares worth $1.21M. The position accounts for 0.09% of the portfolio, ranked #222.

Advyzon Investment Management first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.65M in Q4 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Advyzon Investment Management held 11,634 shares of VanEck Morningstar Wide Moat ETF worth $1.21M as of Q2 2026.
Advyzon Investment Management sold 529 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $53.5K.
VanEck Morningstar Wide Moat ETF made up 0.09% of Advyzon Investment Management's portfolio in Q2 2026, its #222 holding.
Advyzon Investment Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's VanEck Morningstar Wide Moat ETF position peaked at $1.65M in Q4 2025.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.