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

Anson Capital’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 		$475K Sell
4,569
-381
-8% -$38.5K 0.31% 60
2026
Q1 		$479K Sell
4,950
-395
-7% -$40.9K 0.33% 57
2025
Q4 		$554K Sell
5,345
-58
-1% -$5.92K 0.4% 52
2025
Q3 		$536K Sell
5,403
-646
-11% -$63K 0.4% 48
2025
Q2 		$567K Buy
6,049
+447
+8% +$39.2K 0.46% 45
2025
Q1 		$493K Sell
5,602
-31,756
-85% -$2.92M 0.42% 46
2024
Q4 		$3.46M Sell
37,358
-2,175
-6% -$210K 3.02% 10
2024
Q3 		$3.83M Sell
39,533
-2,941
-7% -$269K 3.42% 10
2024
Q2 		$3.68M Sell
42,474
-554
-1% -$48.1K 3.63% 11
2024
Q1 		$3.87M Buy
43,028
+1,884
+5% +$162K 5.56% 4
2023
Q4 		$3.49M Buy
41,144
+3,789
+10% +$294K 5.76% 4
2023
Q3 		$2.83M Buy
37,355
+813
+2% +$64.7K 5.38% 5
2023
Q2 		$2.92M Sell
36,542
-6,839
-16% -$515K 5.41% 5
2023
Q1 		$3.2M Sell
43,381
-9,593
-18% -$681K 5.19% 5
2022
Q4 		$3.44M Buy
52,974
+9,444
+22% +$613K 4.54% 7
2022
Q3 		$2.61M Sell
43,530
-3,464
-7% -$233K 3.51% 12
2022
Q2 		$3M Sell
46,994
-1,964
-4% -$135K 3.17% 11
2022
Q1 		$3.66M Sell
48,958
-7,819
-14% -$576K 3.46% 10
2021
Q4 		$4.16M Buy
+56,777
New +$4.3M 4.1% 10

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Anson Capital's MOAT Position: Q2 2026 in Review

Anson Capital reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 7.7% in Q2 2026, selling an estimated $38.5K and leaving 4,569 shares worth $475K. The position accounts for 0.31% of the portfolio, ranked #60.

Anson Capital first reported a position in MOAT in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.16M in Q4 2021. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Anson Capital held 4,569 shares of VanEck Morningstar Wide Moat ETF worth $475K as of Q2 2026.
  • Anson Capital sold 381 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $38.5K.
  • VanEck Morningstar Wide Moat ETF made up 0.31% of Anson Capital's portfolio in Q2 2026, its #60 holding.
  • Anson Capital first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and has held it in 19 quarters since.
  • Anson Capital's VanEck Morningstar Wide Moat ETF position peaked at $4.16M in Q4 2021.
  • 730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Anson Capital's 13F filing for Q2 2026, filed 29 Jul 2026.