Arkadios Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Arkadios Wealth Advisors’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	$697K	Buy	7,208 +1,790	+33%	+$186K	0.01%	951
2025 Q4	$561K	Buy	5,418 +975	+22%	+$99.6K	0.01%	949
2025 Q3	$440K	Buy	4,443 +101	+2%	+$9.85K	0.01%	992
2025 Q2	$407K	Buy	4,342 +303	+8%	+$26.6K	0.01%	933
2025 Q1	$355K	Buy	4,039 +1,150	+40%	+$106K	0.01%	835
2024 Q4	$268K	Sell	2,889 -57	-2%	-$5.49K	0.01%	760
2024 Q3	$286K	Sell	2,946 -210	-7%	-$19.2K	0.02%	727
2024 Q2	$273K	Buy	+3,156	New	+$274K	0.02%	662
2021 Q3	–	Sell	-334	Closed	-$24K	–	1980
2021 Q2	$24K	Hold	334	–	–	﹤0.01%	1205
2021 Q1	$23K	Hold	334	–	–	﹤0.01%	936
2020 Q4	$20K	Buy	+334	New	+$19.7K	﹤0.01%	755

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 $6.18B AUM 18.43% 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

Arkadios Wealth Advisors's MOAT Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 33% in Q1 2026, buying an estimated $186K and bringing the position to 7,208 shares worth $697K. The position accounts for 0.01% of the portfolio, ranked #951.

Arkadios Wealth Advisors first reported a position in MOAT in Q4 2020 and has held it in 11 quarters since. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Arkadios Wealth Advisors held 7,208 shares of VanEck Morningstar Wide Moat ETF worth $697K as of Q1 2026.
Arkadios Wealth Advisors bought 1,790 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $186K.
VanEck Morningstar Wide Moat ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #951 holding.
Arkadios Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2020 and has held it in 11 quarters since.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.