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

Atlas Wealth’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 Q3	$4.24M	Sell	40,128 -398	-1%	-$43.5K	0.59%	48
2026 Q2	$4.21M	Sell	40,526 -878	-2%	-$88.8K	0.6%	48
2026 Q1	$4M	Buy	41,404 +2,811	+7%	+$291K	1.2%	29
2025 Q4	$4M	Buy	38,593 +7,462	+24%	+$762K	1.21%	25
2025 Q3	$3.09M	Sell	31,131 -355	-1%	-$34.6K	1%	34
2025 Q2	$3.01M	Sell	31,486 -5,593	-15%	-$491K	1.1%	29
2025 Q1	$3.26M	Buy	37,079 +4,881	+15%	+$449K	1.27%	26
2024 Q4	$2.99M	Buy	32,198 +23,418	+267%	+$2.26M	1.13%	26
2024 Q3	$851K	Sell	8,780 -8,436	-49%	-$771K	0.37%	37
2024 Q2	$1.48M	Buy	17,216 +10,114	+142%	+$879K	0.17%	88
2024 Q1	$638K	Buy	+7,102	New	+$609K	0.31%	44

Other funds holding MOAT

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

Atlas Wealth's MOAT Position: Q3 2026 in Review

Atlas Wealth reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.98% in Q3 2026, selling an estimated $43.5K and leaving 40,128 shares worth $4.24M. The position accounts for 0.59% of the portfolio, ranked #48.

Atlas Wealth first reported a position in MOAT in Q1 2024 and has held it in 11 quarters since. 638 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

Atlas Wealth held 40,128 shares of VanEck Morningstar Wide Moat ETF worth $4.24M as of Q3 2026.
Atlas Wealth sold 398 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $43.5K.
VanEck Morningstar Wide Moat ETF made up 0.59% of Atlas Wealth's portfolio in Q3 2026, its #48 holding.
Atlas Wealth first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and has held it in 11 quarters since.
638 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Atlas Wealth's 13F filing for Q3 2026, filed 10 Nov 2026.