Rose Capital Advisors LLC’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Rose Capital Advisors LLC’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	$3.48M	Buy	+33,493	New	+$3.39M	1.75%	14

Other funds holding MOAT

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

BFA

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

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

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

Rose Capital Advisors LLC's MOAT Position: Q2 2026 in Review

Rose Capital Advisors LLC opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026: 33,493 shares worth $3.48M. The stake represents 1.75% of the portfolio and ranks #14 among its holdings.

469 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Rose Capital Advisors LLC held 33,493 shares of VanEck Morningstar Wide Moat ETF worth $3.48M as of Q2 2026.
VanEck Morningstar Wide Moat ETF was a new Rose Capital Advisors LLC position in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 1.75% of Rose Capital Advisors LLC's portfolio in Q2 2026, its #14 holding.
469 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Rose Capital Advisors LLC's 13F filing for Q2 2026, filed 7 Aug 2026.