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Beck Capital Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Beck Capital 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 		$543K Buy
5,226
+7
+0.1% +$708 0.1% 93
2026
Q1 		$505K Sell
5,219
-165
-3% -$17.1K 0.12% 93
2025
Q4 		$558K Sell
5,384
-649
-11% -$66.3K 0.13% 94
2025
Q3 		$598K Sell
6,033
-11
-0.2% -$1.07K 0.14% 94
2025
Q2 		$567K Sell
6,044
-197
-3% -$17.3K 0.14% 92
2025
Q1 		$549K Buy
6,241
+93
+2% +$8.56K 0.16% 89
2024
Q4 		$570K Sell
6,148
-62
-1% -$5.97K 0.15% 89
2024
Q3 		$602K Buy
6,210
+89
+1% +$8.14K 0.16% 96
2024
Q2 		$530K Sell
6,121
-18
-0.3% -$1.56K 0.15% 95
2024
Q1 		$552K Sell
6,139
-128
-2% -$11K 0.16% 95
2023
Q4 		$532K Sell
6,267
-52
-0.8% -$4.04K 0.18% 95
2023
Q3 		$479K Buy
6,319
+30
+0.5% +$2.39K 0.18% 96
2023
Q2 		$502K Buy
+6,289
New +$473K 0.2% 92
2022
Q1 		– Sell
-2,675
Closed -$206K – 167
2021
Q4 		$206K Sell
2,675
-225
-8% -$17.1K 0.06% 139
2021
Q3 		$212K Sell
2,900
-40
-1% -$3.01K 0.07% 135
2021
Q2 		$218K Sell
2,940
-308
-9% -$22.4K 0.07% 130
2021
Q1 		$225K Sell
3,248
-110
-3% -$7.25K 0.08% 111
2020
Q4 		$208K Sell
3,358
-600
-15% -$35.3K 0.09% 106
2020
Q3 		$216K Sell
3,958
-220
-5% -$12K 0.12% 71
2020
Q2 		$218K Buy
+4,178
New +$208K 0.11% 79
2020
Q1 		– Sell
-4,655
Closed -$255K – 103
2019
Q4 		$255K Sell
4,655
-20
-0.4% -$1.06K 0.13% 97
2019
Q3 		$234K Hold
4,675
– – 0.13% 86
2019
Q2 		$225K Hold
4,675
– – 0.12% 87
2019
Q1 		$218K Buy
+4,675
New +$211K 0.1% 93
2018
Q4 		– Sell
-4,675
Closed -$219K – 92
2018
Q3 		$219K Hold
4,675
– – 0.09% 95
2018
Q2 		$204K Sell
4,675
-650
-12% -$27.7K 0.1% 92
2018
Q1 		$221K Hold
5,325
– – 0.1% 106
2017
Q4 		$226K Hold
5,325
– – 0.1% 109
2017
Q3 		$215K Hold
5,325
– – 0.1% 100
2017
Q2 		$212K Sell
5,325
-100
-2% -$3.84K 0.11% 97
2017
Q1 		$204K Sell
5,425
-385
-7% -$14.2K 0.11% 95
2016
Q4 		$202K Sell
5,810
-120
-2% -$4.13K 0.11% 87
2016
Q3 		$202K Buy
+5,930
New +$202K 0.12% 99
2016
Q1 		– Sell
-6,900
Closed -$199K – 127
2015
Q4 		$199K Buy
+6,900
New +$205K 0.12% 111
2015
Q3 		– Sell
-7,450
Closed -$229K – 133
2015
Q2 		$229K Sell
7,450
-260
-3% -$8.13K 0.12% 129
2015
Q1 		$234K Hold
7,710
– – 0.13% 124
2014
Q4 		$240K Sell
7,710
-200
-3% -$6.26K 0.14% 130
2014
Q3 		$242K Hold
7,910
– – 0.17% 129
2014
Q2 		$242K Hold
7,910
– – 0.16% 135
2014
Q1 		$233K Hold
7,910
– – 0.18% 135
2013
Q4 		$222K Buy
+7,910
New +$220K 0.18% 130

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Beck Capital Management's MOAT Position: Q2 2026 in Review

Beck Capital Management increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.13% in Q2 2026, buying an estimated $708 and bringing the position to 5,226 shares worth $543K. The position accounts for 0.1% of the portfolio, ranked #93.

Beck Capital Management first reported a position in MOAT in Q4 2013 and has held it in 41 quarters since. The position peaked at $602K in Q3 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Beck Capital Management held 5,226 shares of VanEck Morningstar Wide Moat ETF worth $543K as of Q2 2026.
  • Beck Capital Management bought 7 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $708.
  • VanEck Morningstar Wide Moat ETF made up 0.1% of Beck Capital Management's portfolio in Q2 2026, its #93 holding.
  • Beck Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2013 and has held it in 41 quarters since.
  • Beck Capital Management's VanEck Morningstar Wide Moat ETF position peaked at $602K in Q3 2024.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Beck Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.