Ausdal Financial Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Ausdal Financial Partners’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 Q1	$357K	Buy	3,690 +63	+2%	+$6.53K	0.02%	708
2025 Q4	$376K	Sell	3,627 -1,810	-33%	-$185K	0.02%	645
2025 Q3	$539K	Sell	5,437 -943	-15%	-$92K	0.03%	536
2025 Q2	$598K	Sell	6,380 -420	-6%	-$36.8K	0.04%	387
2025 Q1	$598K	Buy	6,800 +595	+10%	+$54.8K	0.05%	349
2024 Q4	$575K	Buy	6,205 +2,444	+65%	+$235K	0.05%	323
2024 Q3	$365K	Buy	3,761 +298	+9%	+$27.3K	0.04%	369
2024 Q2	$300K	Sell	3,463 -421	-11%	-$36.6K	0.03%	393
2024 Q1	$349K	Buy	3,884 +1,247	+47%	+$107K	0.04%	340
2023 Q4	$224K	Buy	+2,637	New	+$205K	0.03%	405
2021 Q1	–	Sell	-3,364	Closed	-$209K	–	452
2020 Q4	$209K	Buy	+3,364	New	+$198K	0.04%	381
2016 Q1	–	Sell	-411	Closed	-$12K	–	724
2015 Q4	$12K	Buy	+411	New	+$12.2K	0.01%	861

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ausdal Financial Partners's MOAT Position: Q1 2026 in Review

Ausdal Financial Partners increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.7% in Q1 2026, buying an estimated $6.53K and bringing the position to 3,690 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #708.

Ausdal Financial Partners first reported a position in MOAT in Q4 2015 and has held it in 12 quarters since. The position peaked at $598K in Q1 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Ausdal Financial Partners held 3,690 shares of VanEck Morningstar Wide Moat ETF worth $357K as of Q1 2026.
Ausdal Financial Partners bought 63 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $6.53K.
VanEck Morningstar Wide Moat ETF made up 0.02% of Ausdal Financial Partners's portfolio in Q1 2026, its #708 holding.
Ausdal Financial Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2015 and has held it in 12 quarters since.
Ausdal Financial Partners's VanEck Morningstar Wide Moat ETF position peaked at $598K in Q1 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.