Aspen Wealth Strategies’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Aspen Wealth Strategies’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	$9.5M	Sell	98,218 -1,353	-1%	-$140K	5.07%	5
2025 Q4	$10.3M	Sell	99,571 -63,560	-39%	-$6.49M	5.64%	5
2025 Q3	$16.2M	Sell	163,131 -23,188	-12%	-$2.26M	8.98%	4
2025 Q2	$17.5M	Sell	186,319 -3,917	-2%	-$344K	10.54%	4
2025 Q1	$16.7M	Sell	190,236 -28,161	-13%	-$2.59M	10.97%	3
2024 Q4	$20.3M	Sell	218,397 -6,621	-3%	-$638K	12.95%	2
2024 Q3	$21.8M	Buy	225,018 +10,049	+5%	+$919K	14.05%	1
2024 Q2	$19.3M	Buy	214,969 +2,221	+1%	+$193K	13.39%	1
2024 Q1	$19.1M	Buy	212,748 +8,419	+4%	+$722K	13.21%	1
2023 Q4	$17.3M	Buy	204,329 +193,710	+1,824%	+$15M	12.61%	2
2023 Q3	$805K	Buy	10,619 +988	+10%	+$78.7K	0.63%	28
2023 Q2	$768K	Buy	9,631 +695	+8%	+$52.3K	0.58%	29
2023 Q1	$660K	Sell	8,936 -131	-1%	-$9.3K	0.51%	26
2022 Q4	$589K	Buy	+9,067	New	+$588K	0.47%	29

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 $6.37B AUM 23.22% 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

Aspen Wealth Strategies's MOAT Position: Q1 2026 in Review

Aspen Wealth Strategies reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.4% in Q1 2026, selling an estimated $140K and leaving 98,218 shares worth $9.5M. The position accounts for 5.07% of the portfolio, ranked #5.

Aspen Wealth Strategies first reported a position in MOAT in Q4 2022 and has held it in 14 quarters since. The position peaked at $21.8M in Q3 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Aspen Wealth Strategies held 98,218 shares of VanEck Morningstar Wide Moat ETF worth $9.5M as of Q1 2026.
Aspen Wealth Strategies sold 1,353 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $140K.
VanEck Morningstar Wide Moat ETF made up 5.07% of Aspen Wealth Strategies's portfolio in Q1 2026, its #5 holding.
Aspen Wealth Strategies first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2022 and has held it in 14 quarters since.
Aspen Wealth Strategies's VanEck Morningstar Wide Moat ETF position peaked at $21.8M in Q3 2024.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.