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Capital Asset Advisory Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Capital Asset Advisory Services’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 		$240K Buy
+2,311
New +$234K 0.01% 320

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

Capital Asset Advisory Services's MOAT Position: Q2 2026 in Review

Capital Asset Advisory Services opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026: 2,311 shares worth $240K. The stake represents 0.01% of the portfolio and ranks #320 among its holdings.

728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Capital Asset Advisory Services held 2,311 shares of VanEck Morningstar Wide Moat ETF worth $240K as of Q2 2026.
  • VanEck Morningstar Wide Moat ETF was a new Capital Asset Advisory Services position in Q2 2026.
  • VanEck Morningstar Wide Moat ETF made up 0.01% of Capital Asset Advisory Services's portfolio in Q2 2026, its #320 holding.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.