AWM
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Apollon Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Apollon Wealth 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 		$1.83M Buy
+17,592
New +$1.78M 0.02% 511

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apollon Wealth Management's MOAT Position: Q2 2026 in Review

Apollon Wealth Management opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026: 17,592 shares worth $1.83M. The stake represents 0.02% of the portfolio and ranks #511 among its holdings.

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

  • Apollon Wealth Management held 17,592 shares of VanEck Morningstar Wide Moat ETF worth $1.83M as of Q2 2026.
  • VanEck Morningstar Wide Moat ETF was a new Apollon Wealth Management position in Q2 2026.
  • VanEck Morningstar Wide Moat ETF made up 0.02% of Apollon Wealth Management's portfolio in Q2 2026, its #511 holding.
  • 219 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.