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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Boomfish Wealth Group's MOAT Position: Q1 2026 in Review

Boomfish Wealth Group increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.6% in Q1 2026, buying an estimated $123K and bringing the position to 73,381 shares worth $7.1M. The position accounts for 3.79% of the portfolio, ranked #3.

Boomfish Wealth Group first reported a position in MOAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.48M in Q3 2024. 720 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Boomfish Wealth Group held 73,381 shares of VanEck Morningstar Wide Moat ETF worth $7.1M as of Q1 2026.
Boomfish Wealth Group bought 1,190 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $123K.
VanEck Morningstar Wide Moat ETF made up 3.79% of Boomfish Wealth Group's portfolio in Q1 2026, its #3 holding.
Boomfish Wealth Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 10 quarters since.
Boomfish Wealth Group's VanEck Morningstar Wide Moat ETF position peaked at $8.48M in Q3 2024.
720 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Boomfish Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.