BRWA
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B. Riley Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

B. Riley Wealth Advisors’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 		– Sell
-4,293
Closed -$406K – 983
2026
Q1 		$406K Sell
4,293
-31,147
-88% -$3.23M 0.03% 495
2025
Q4 		$3.67M Sell
35,440
-814
-2% -$83.1K 0.17% 135
2025
Q3 		$3.59M Sell
36,254
-1,637
-4% -$160K 0.17% 132
2025
Q2 		$3.55M Buy
+37,891
New +$3.32M 0.17% 128
2024
Q4 		$5.3M Sell
57,193
-3,382
-6% -$326K 0.17% 133
2024
Q3 		$5.83M Sell
60,575
-5,179
-8% -$474K 0.16% 139
2024
Q2 		$5.69M Buy
65,754
+10,709
+19% +$931K 0.15% 147
2024
Q1 		$4.17M Sell
55,045
-7,691
-12% -$660K 0.11% 183
2023
Q4 		$5.32M Buy
62,736
+7,691
+14% +$597K 0.14% 165
2023
Q3 		$4.17M Sell
55,045
-5,242
-9% -$417K 0.11% 183
2023
Q2 		$4.81M Buy
60,287
+1,166
+2% +$87.8K 0.11% 191
2023
Q1 		$4.36M Sell
59,121
-1,305
-2% -$92.6K 0.12% 193
2022
Q4 		$3.92M Buy
60,426
+160
+0.3% +$10.4K 0.11% 201
2022
Q3 		$3.62M Buy
60,266
+9,794
+19% +$659K 0.11% 194
2022
Q2 		$3.22M Buy
50,472
+1,052
+2% +$72.2K 0.14% 159
2022
Q1 		$3.69M Sell
49,420
-24,067
-33% -$1.77M 0.12% 180
2021
Q4 		$5.59M Sell
73,487
-5,935
-7% -$450K 0.16% 134
2021
Q3 		$5.82M Buy
79,422
+14,193
+22% +$1.07M 0.19% 116
2021
Q2 		$4.83M Buy
65,229
+2,130
+3% +$155K 0.16% 152
2021
Q1 		$4.37M Buy
63,099
+36,303
+135% +$2.39M 0.15% 151
2020
Q4 		$1.66M Buy
26,796
+11,012
+70% +$649K 0.09% 230
2020
Q3 		$862K Buy
15,784
+11,147
+240% +$609K 0.05% 349
2020
Q2 		$242K Sell
4,637
-686
-13% -$34.2K 0.02% 697
2020
Q1 		$233K Sell
5,323
-612
-10% -$31.5K 0.02% 616
2019
Q4 		$326K Sell
5,935
-228
-4% -$12.1K 0.03% 565
2019
Q3 		$310K Sell
6,163
-166
-3% -$8.14K 0.03% 581
2019
Q2 		$304K Buy
6,329
+465
+8% +$22K 0.03% 558
2019
Q1 		$274K Hold
5,864
– – 0.03% 536
2018
Q4 		$242K Buy
5,864
+104
+2% +$4.62K 0.03% 510
2018
Q3 		$270K Sell
5,760
-300
-5% -$13.7K 0.03% 533
2018
Q2 		$264K Buy
6,060
+169
+3% +$7.2K 0.03% 517
2018
Q1 		$245K Buy
5,891
+421
+8% +$18.3K 0.03% 517
2017
Q4 		$233K Sell
5,470
-103
-2% -$4.25K 0.03% 534
2017
Q3 		$225K Buy
+5,573
New +$220K 0.04% 466
2015
Q1 		– Sell
-3,500
Closed -$109 – 1421
2014
Q4 		$109 Buy
+3,500
New +$110K ﹤0.01% 1671
2014
Q2 		– Sell
-3,500
Closed -$103K – 2457
2014
Q1 		$103K Buy
+3,500
New +$100K 0.03% 608

Other funds holding MOAT

WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

B. Riley Wealth Advisors's MOAT Position: Q2 2026 in Review

B. Riley Wealth Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026, closing a stake of 4,293 shares — an estimated $406K sold.

B. Riley Wealth Advisors first reported a position in MOAT in Q1 2014 and held it in 36 quarters. The position peaked at $5.83M in Q3 2024. 134 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • B. Riley Wealth Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,293 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $406K.
  • B. Riley Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2014 and held it in 36 quarters.
  • B. Riley Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $5.83M in Q3 2024.
  • 134 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.