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

Axxcess Wealth Management’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	$3.66M	Sell	35,202 -11,186	-24%	-$1.13M	0.06%	286
2026 Q1	$4.49M	Sell	46,388 -9,510	-17%	-$986K	0.14%	124
2025 Q4	$5.79M	Buy	55,898 +41,089	+277%	+$4.2M	0.1%	185
2025 Q3	$1.47M	Sell	14,809 -40	-0.3%	-$3.9K	0.03%	374
2025 Q2	$1.39M	Buy	14,849 +2	+0%	+$175	0.03%	351
2025 Q1	$1.31M	Sell	14,847 -4,882	-25%	-$449K	0.03%	334
2024 Q4	$1.83M	Buy	19,729 +15,441	+360%	+$1.49M	0.04%	296
2024 Q3	$416K	Buy	4,288 +120	+3%	+$11K	0.01%	596
2024 Q2	$361K	Buy	+4,168	New	+$362K	0.01%	599

Other funds holding MOAT

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Axxcess Wealth Management's MOAT Position: Q2 2026 in Review

Axxcess Wealth Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 24% in Q2 2026, selling an estimated $1.13M and leaving 35,202 shares worth $3.66M. The position accounts for 0.06% of the portfolio, ranked #286.

Axxcess Wealth Management first reported a position in MOAT in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.79M in Q4 2025. 431 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Axxcess Wealth Management held 35,202 shares of VanEck Morningstar Wide Moat ETF worth $3.66M as of Q2 2026.
Axxcess Wealth Management sold 11,186 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $1.13M.
VanEck Morningstar Wide Moat ETF made up 0.06% of Axxcess Wealth Management's portfolio in Q2 2026, its #286 holding.
Axxcess Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2024 and has held it in 9 quarters since.
Axxcess Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $5.79M in Q4 2025.
431 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.