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

ARQ 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	$1.55M	Buy	16,062 +1,900	+13%	+$197K	0.28%	82
2025 Q4	$1.47M	Buy	14,162 +1,362	+11%	+$139K	0.4%	53
2025 Q3	$1.27M	Buy	12,800 +2,362	+23%	+$230K	0.38%	53
2025 Q2	$919K	Hold	10,438	–	–	0.32%	57
2025 Q1	$919K	Buy	10,438 +2,131	+26%	+$196K	0.34%	52
2024 Q4	$770K	Buy	8,307 +278	+3%	+$26.8K	0.29%	56
2024 Q3	$765K	Buy	8,029 +670	+9%	+$61.3K	0.29%	50
2024 Q2	$637K	Buy	7,359 +806	+12%	+$70K	0.28%	51
2024 Q1	$589K	Buy	6,553 +674	+11%	+$57.8K	0.26%	54
2023 Q4	$499K	Buy	5,879 +1,537	+35%	+$119K	0.3%	42
2023 Q3	$329K	Buy	+4,342	New	+$346K	0.25%	46

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

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

ARQ Wealth Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 13% in Q1 2026, buying an estimated $197K and bringing the position to 16,062 shares worth $1.55M. The position accounts for 0.28% of the portfolio, ranked #82.

ARQ Wealth Advisors first reported a position in MOAT in Q3 2023 and has held it in 11 quarters since. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

ARQ Wealth Advisors held 16,062 shares of VanEck Morningstar Wide Moat ETF worth $1.55M as of Q1 2026.
ARQ Wealth Advisors bought 1,900 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $197K.
VanEck Morningstar Wide Moat ETF made up 0.28% of ARQ Wealth Advisors's portfolio in Q1 2026, its #82 holding.
ARQ Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 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 ARQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.