Avantax Advisory Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Avantax Advisory Services’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	$72.6M	Sell	774,216 -43,832	-5%	-$3.85M	0.4%	34
2025 Q1	$72M	Sell	818,048 -51,791	-6%	-$4.77M	0.44%	32
2024 Q4	$80.7M	Buy	869,839 +134,193	+18%	+$12.9M	0.51%	27
2024 Q3	$71.3M	Buy	735,646 +394,658	+116%	+$36.1M	0.47%	29
2024 Q2	$29.5M	Buy	340,988 +234,277	+220%	+$20.4M	0.21%	73
2024 Q1	$9.59M	Buy	106,711 +6,277	+6%	+$539K	0.09%	182
2023 Q4	$8.52M	Buy	100,434 +464	+0.5%	+$36K	0.08%	187
2023 Q3	$7.58M	Buy	99,970 +35,741	+56%	+$2.85M	0.08%	183
2023 Q2	$5.12M	Buy	64,229 +1,840	+3%	+$138K	0.06%	248
2023 Q1	$4.61M	Buy	62,389 +10,664	+21%	+$757K	0.06%	262
2022 Q4	$3.36M	Buy	51,725 +1,597	+3%	+$104K	0.04%	303
2022 Q3	$3.01M	Buy	50,128 +96	+0.2%	+$6.46K	0.05%	297
2022 Q2	$3.19M	Buy	50,032 +1,846	+4%	+$127K	0.05%	280
2022 Q1	$3.6M	Buy	48,186 +7,806	+19%	+$575K	0.05%	264
2021 Q4	$3.07M	Sell	40,380 -6,735	-14%	-$510K	0.05%	288
2021 Q3	$3.45M	Buy	47,115 +4,964	+12%	+$374K	0.06%	243
2021 Q2	$3.11M	Sell	42,151 -673	-2%	-$49K	0.06%	248
2021 Q1	$2.97M	Sell	42,824 -378	-0.9%	-$24.9K	0.06%	228
2020 Q4	$2.68M	Buy	43,202 +3,620	+9%	+$213K	0.06%	211
2020 Q3	$2.17M	Buy	39,582 +18,364	+87%	+$1M	0.03%	352
2020 Q2	$1.11M	Buy	21,218 +6,416	+43%	+$320K	0.03%	323
2020 Q1	$647K	Sell	14,802 -10,469	-41%	-$538K	0.02%	383
2019 Q4	$1.39M	Buy	+25,271	New	+$1.34M	0.03%	276

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

Avantax Advisory Services's MOAT Position: Q2 2025 in Review

Avantax Advisory Services reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.4% in Q2 2025, selling an estimated $3.85M and leaving 774,216 shares worth $72.6M. The position accounts for 0.4% of the portfolio, ranked #34.

Avantax Advisory Services first reported a position in MOAT in Q4 2019 and has held it in 23 quarters since. The position peaked at $80.7M in Q4 2024. 692 funds tracked by Wall St. Rank hold MOAT as of Q2 2025.

Avantax Advisory Services held 774,216 shares of VanEck Morningstar Wide Moat ETF worth $72.6M as of Q2 2025.
Avantax Advisory Services sold 43,832 VanEck Morningstar Wide Moat ETF shares in Q2 2025, an estimated $3.85M.
VanEck Morningstar Wide Moat ETF made up 0.4% of Avantax Advisory Services's portfolio in Q2 2025, its #34 holding.
Avantax Advisory Services first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and has held it in 23 quarters since.
Avantax Advisory Services's VanEck Morningstar Wide Moat ETF position peaked at $80.7M in Q4 2024.
692 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.