ATX Financial Planning’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

ATX Financial Planning’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	$534K	Sell	5,138 -1,813	-26%	-$183K	0.35%	52
2026 Q1	$672K	Sell	6,951 -625	-8%	-$64.8K	0.51%	45
2025 Q4	$785K	Buy	+7,576	New	+$774K	0.61%	47

Other funds holding MOAT

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

ATX Financial Planning's MOAT Position: Q2 2026 in Review

ATX Financial Planning reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 26% in Q2 2026, selling an estimated $183K and leaving 5,138 shares worth $534K. The position accounts for 0.35% of the portfolio, ranked #52.

ATX Financial Planning first reported a position in MOAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $785K in Q4 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

ATX Financial Planning held 5,138 shares of VanEck Morningstar Wide Moat ETF worth $534K as of Q2 2026.
ATX Financial Planning sold 1,813 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $183K.
VanEck Morningstar Wide Moat ETF made up 0.35% of ATX Financial Planning's portfolio in Q2 2026, its #52 holding.
ATX Financial Planning first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and has held it in 3 quarters since.
ATX Financial Planning's VanEck Morningstar Wide Moat ETF position peaked at $785K in Q4 2025.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on ATX Financial Planning's 13F filing for Q2 2026, filed 20 Aug 2026.