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 Q2	$1.89M	Buy	18,115 +2,053	+13%	+$208K	0.23%	99
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ARQ Wealth Advisors's MOAT Position: Q2 2026 in Review

ARQ Wealth Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 13% in Q2 2026, buying an estimated $208K and bringing the position to 18,115 shares worth $1.89M. The position accounts for 0.23% of the portfolio, ranked #99.

ARQ Wealth Advisors first reported a position in MOAT in Q3 2023 and has held it in 12 quarters since. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

ARQ Wealth Advisors held 18,115 shares of VanEck Morningstar Wide Moat ETF worth $1.89M as of Q2 2026.
ARQ Wealth Advisors bought 2,053 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $208K.
VanEck Morningstar Wide Moat ETF made up 0.23% of ARQ Wealth Advisors's portfolio in Q2 2026, its #99 holding.
ARQ Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 12 quarters since.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.