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Atomi Financial Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Atomi Financial Group’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 		$3.1M Buy
29,775
+643
+2% +$65K 0.08% 188
2026
Q1 		$2.82M Sell
29,132
-520
-2% -$53.9K 0.09% 187
2025
Q4 		$3.07M Buy
29,652
+658
+2% +$67.2K 0.09% 171
2025
Q3 		$2.87M Sell
28,994
-1,203
-4% -$117K 0.09% 158
2025
Q2 		$2.83M Buy
30,197
+707
+2% +$62K 0.11% 139
2025
Q1 		$2.6M Sell
29,490
-1,241
-4% -$114K 0.12% 136
2024
Q4 		$2.85M Sell
30,731
-514
-2% -$49.5K 0.14% 114
2024
Q3 		$3.03M Buy
31,245
+549
+2% +$50.2K 0.19% 95
2024
Q2 		$2.66M Buy
30,696
+6,254
+26% +$543K 0.2% 93
2024
Q1 		$2.2M Sell
24,442
-77
-0.3% -$6.61K 0.2% 107
2023
Q4 		$2.08M Buy
24,519
+4,476
+22% +$348K 0.29% 72
2023
Q3 		$1.52M Buy
20,043
+3,535
+21% +$281K 0.51% 52
2023
Q2 		$1.32M Sell
16,508
-1,024
-6% -$77.1K 0.6% 37
2023
Q1 		$1.29M Buy
+17,532
New +$1.24M 0.72% 31

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

Atomi Financial Group's MOAT Position: Q2 2026 in Review

Atomi Financial Group increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2.2% in Q2 2026, buying an estimated $65K and bringing the position to 29,775 shares worth $3.1M. The position accounts for 0.08% of the portfolio, ranked #188.

Atomi Financial Group first reported a position in MOAT in Q1 2023 and has held it in 14 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Atomi Financial Group held 29,775 shares of VanEck Morningstar Wide Moat ETF worth $3.1M as of Q2 2026.
  • Atomi Financial Group bought 643 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $65K.
  • VanEck Morningstar Wide Moat ETF made up 0.08% of Atomi Financial Group's portfolio in Q2 2026, its #188 holding.
  • Atomi Financial Group first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2023 and has held it in 14 quarters since.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.