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

BXM Wealth’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 		$3.44M Buy
33,055
+3,140
+10% +$317K 1.87% 9
2026
Q1 		$2.89M Sell
29,915
-69,163
-70% -$7.17M 2.23% 9
2025
Q4 		$3.02M Buy
99,078
+72,904
+279% +$7.45M 2.33% 11
2025
Q3 		$2.59M Hold
26,174
– – 2.46% 8
2025
Q2 		$2.45M Sell
26,174
-5,015
-16% -$440K 2.92% 6
2025
Q1 		$2.74M Buy
31,189
+26,505
+566% +$2.44M 3.3% 3
2024
Q4 		$434K Buy
+4,684
New +$451K 0.61% 51

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 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

BXM Wealth's MOAT Position: Q2 2026 in Review

BXM Wealth increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 10% in Q2 2026, buying an estimated $317K and bringing the position to 33,055 shares worth $3.44M. The position accounts for 1.87% of the portfolio, ranked #9.

BXM Wealth first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. 220 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • BXM Wealth held 33,055 shares of VanEck Morningstar Wide Moat ETF worth $3.44M as of Q2 2026.
  • BXM Wealth bought 3,140 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $317K.
  • VanEck Morningstar Wide Moat ETF made up 1.87% of BXM Wealth's portfolio in Q2 2026, its #9 holding.
  • BXM Wealth first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
  • 220 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.