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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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. 731 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.
731 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.