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

Atria Wealth Solutions’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
2025 Q2	$6.41M	Sell	68,191 -67,284	-50%	-$5.9M	0.15%	165
2025 Q1	$11.9M	Sell	135,475 -19,302	-12%	-$1.78M	0.14%	152
2024 Q4	$14.4M	Sell	154,777 -14,133	-8%	-$1.36M	0.16%	136
2024 Q3	$16.4M	Sell	168,910 -14,419	-8%	-$1.32M	0.18%	122
2024 Q2	$15.9M	Buy	183,329 +6,017	+3%	+$523K	0.18%	121
2024 Q1	$15.9M	Buy	177,312 +50,404	+40%	+$4.32M	0.18%	119
2023 Q4	$10.8M	Buy	126,908 +24,620	+24%	+$1.91M	0.13%	158
2023 Q3	$7.76M	Buy	102,288 +32,053	+46%	+$2.55M	0.11%	191
2023 Q2	$5.6M	Buy	70,235 +21,712	+45%	+$1.63M	0.08%	252
2023 Q1	$3.58M	Sell	48,523 -7,572	-13%	-$537K	0.05%	357
2022 Q4	$3.64M	Buy	56,095 +3,932	+8%	+$255K	0.06%	331
2022 Q3	$3.13M	Sell	52,163 -4,381	-8%	-$295K	0.05%	336
2022 Q2	$3.6M	Buy	56,544 +16,068	+40%	+$1.1M	0.07%	302
2022 Q1	$3.02M	Buy	+40,476	New	+$2.98M	0.05%	369

Other funds holding MOAT

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Wealth Solutions's MOAT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 50% in Q2 2025, selling an estimated $5.9M and leaving 68,191 shares worth $6.41M. The position accounts for 0.15% of the portfolio, ranked #165.

Atria Wealth Solutions first reported a position in MOAT in Q1 2022 and has held it in 14 quarters since. The position peaked at $16.4M in Q3 2024. 692 funds tracked by Wall St. Rank hold MOAT as of Q2 2025.

Atria Wealth Solutions held 68,191 shares of VanEck Morningstar Wide Moat ETF worth $6.41M as of Q2 2025.
Atria Wealth Solutions sold 67,284 VanEck Morningstar Wide Moat ETF shares in Q2 2025, an estimated $5.9M.
VanEck Morningstar Wide Moat ETF made up 0.15% of Atria Wealth Solutions's portfolio in Q2 2025, its #165 holding.
Atria Wealth Solutions first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's VanEck Morningstar Wide Moat ETF position peaked at $16.4M in Q3 2024.
692 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.