Allen Capital Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Allen Capital Group’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	$5.7M	Buy	58,956 +665	+1%	+$68.9K	0.51%	48
2025 Q4	$6.04M	Sell	58,291 -2,965	-5%	-$303K	0.55%	44
2025 Q3	$6.07M	Sell	61,256 -2,324	-4%	-$227K	0.57%	43
2025 Q2	$5.96M	Sell	63,580 -9,139	-13%	-$802K	0.61%	42
2025 Q1	$6.4M	Sell	72,719 -23,222	-24%	-$2.14M	0.72%	38
2024 Q4	$8.9M	Sell	95,941 -2,692	-3%	-$259K	1.07%	23
2024 Q3	$9.56M	Sell	98,633 -1,557	-2%	-$142K	1.18%	18
2024 Q2	$8.68M	Buy	100,190 +1,008	+1%	+$87.6K	1.19%	18
2024 Q1	$8.92M	Buy	+99,182	New	+$8.51M	1.26%	17

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 $6.37B AUM 23.22% 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

Allen Capital Group's MOAT Position: Q1 2026 in Review

Allen Capital Group increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.1% in Q1 2026, buying an estimated $68.9K and bringing the position to 58,956 shares worth $5.7M. The position accounts for 0.51% of the portfolio, ranked #48.

Allen Capital Group first reported a position in MOAT in Q1 2024 and has held it in 9 quarters since. The position peaked at $9.56M in Q3 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Allen Capital Group held 58,956 shares of VanEck Morningstar Wide Moat ETF worth $5.7M as of Q1 2026.
Allen Capital Group bought 665 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $68.9K.
VanEck Morningstar Wide Moat ETF made up 0.51% of Allen Capital Group's portfolio in Q1 2026, its #48 holding.
Allen Capital Group first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and has held it in 9 quarters since.
Allen Capital Group's VanEck Morningstar Wide Moat ETF position peaked at $9.56M in Q3 2024.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.