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

Boomfish Wealth Group’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 Q3	$6.8M	Sell	64,323 -7,672	-11%	-$839K	2.94%	8
2026 Q2	$7.48M	Sell	71,995 -1,386	-2%	-$140K	3.41%	4
2026 Q1	$7.1M	Buy	73,381 +1,190	+2%	+$123K	3.79%	3
2025 Q4	$7.48M	Sell	72,191 -5,231	-7%	-$534K	4%	3
2025 Q3	$7.67M	Sell	77,422 -3,286	-4%	-$321K	4.14%	2
2025 Q2	$7.57M	Sell	80,708 -3,269	-4%	-$287K	4.37%	2
2025 Q1	$7.39M	Sell	83,977 -4,132	-5%	-$380K	4.8%	2
2024 Q4	$8.17M	Buy	88,109 +685	+0.8%	+$66K	4.96%	2
2024 Q3	$8.48M	Buy	87,424 +2,518	+3%	+$230K	5.2%	1
2024 Q2	$7.35M	Buy	84,906 +5,310	+7%	+$461K	4.75%	2
2024 Q1	$7.16M	Sell	79,596 -541	-0.7%	-$46.4K	4.81%	1
2023 Q4	$6.8M	Buy	+80,137	New	+$6.22M	4.91%	1

Other funds holding MOAT

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

Boomfish Wealth Group's MOAT Position: Q3 2026 in Review

Boomfish Wealth Group reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 11% in Q3 2026, selling an estimated $839K and leaving 64,323 shares worth $6.8M. The position accounts for 2.94% of the portfolio, ranked #8.

Boomfish Wealth Group first reported a position in MOAT in Q4 2023 and has held it in 12 quarters since. The position peaked at $8.48M in Q3 2024. 638 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

Boomfish Wealth Group held 64,323 shares of VanEck Morningstar Wide Moat ETF worth $6.8M as of Q3 2026.
Boomfish Wealth Group sold 7,672 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $839K.
VanEck Morningstar Wide Moat ETF made up 2.94% of Boomfish Wealth Group's portfolio in Q3 2026, its #8 holding.
Boomfish Wealth Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 12 quarters since.
Boomfish Wealth Group's VanEck Morningstar Wide Moat ETF position peaked at $8.48M in Q3 2024.
638 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Boomfish Wealth Group's 13F filing for Q3 2026, filed 22 Oct 2026.