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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
Q2 		$9.72M Sell
93,536
-4,682
-5% -$473K 4.7% 5
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Aspen Wealth Strategies's MOAT Position: Q2 2026 in Review

Aspen Wealth Strategies reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 4.8% in Q2 2026, selling an estimated $473K and leaving 93,536 shares worth $9.72M. The position accounts for 4.7% of the portfolio, ranked #5.

Aspen Wealth Strategies first reported a position in MOAT in Q4 2022 and has held it in 15 quarters since. The position peaked at $21.8M in Q3 2024. 731 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Aspen Wealth Strategies held 93,536 shares of VanEck Morningstar Wide Moat ETF worth $9.72M as of Q2 2026.
  • Aspen Wealth Strategies sold 4,682 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $473K.
  • VanEck Morningstar Wide Moat ETF made up 4.7% of Aspen Wealth Strategies's portfolio in Q2 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 15 quarters since.
  • Aspen Wealth Strategies's VanEck Morningstar Wide Moat ETF position peaked at $21.8M in Q3 2024.
  • 731 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.