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

Avion Wealth’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	$17K	Hold	169	–	–	﹤0.01%	433
2026 Q1	$16K	Hold	169	–	–	﹤0.01%	384
2025 Q4	$17K	Buy	169 +2	+1%	+$204	﹤0.01%	379
2025 Q3	$16K	Hold	167	–	–	﹤0.01%	379
2025 Q2	$15K	Sell	167 -1,619	-91%	-$142K	﹤0.01%	374
2025 Q1	$165K	Hold	1,786	–	–	0.04%	95
2024 Q4	$165K	Buy	1,786 +1,622	+989%	+$156K	0.04%	95
2024 Q3	$15K	Hold	164	–	–	﹤0.01%	300
2024 Q2	$14K	Buy	+164	New	+$14.3K	﹤0.01%	278

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

Avion Wealth's MOAT Position: Q2 2026 in Review

Avion Wealth held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 169 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Avion Wealth first reported a position in MOAT in Q2 2024 and has held it in 9 quarters since. The position peaked at $165K in Q1 2025. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Avion Wealth held 169 shares of VanEck Morningstar Wide Moat ETF worth $17K as of Q2 2026.
Avion Wealth left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #433 holding.
Avion Wealth first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2024 and has held it in 9 quarters since.
Avion Wealth's VanEck Morningstar Wide Moat ETF position peaked at $165K in Q1 2025.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.