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

Capital Investment 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 		$4.62M Sell
44,423
-4,382
-9% -$443K 0.29% 86
2026
Q1 		$4.72M Buy
48,805
+347
+0.7% +$36K 0.34% 65
2025
Q4 		$5.02M Sell
48,458
-140
-0.3% -$14.3K 0.35% 68
2025
Q3 		$4.82M Buy
48,598
+620
+1% +$60.5K 0.38% 64
2025
Q2 		$4.5M Buy
47,978
+3,017
+7% +$265K 0.37% 65
2025
Q1 		$3.96M Buy
44,961
+677
+2% +$62.3K 0.35% 67
2024
Q4 		$4.11M Buy
44,284
+1,076
+2% +$104K 0.4% 60
2024
Q3 		$4.19M Buy
43,208
+2,495
+6% +$228K 0.4% 61
2024
Q2 		$3.53M Sell
40,713
-5,804
-12% -$504K 0.36% 66
2024
Q1 		$4.18M Sell
46,517
-9,069
-16% -$778K 0.45% 46
2023
Q4 		$4.72M Buy
55,586
+10,307
+23% +$800K 0.44% 37
2023
Q3 		$3.43M Buy
45,279
+6,021
+15% +$479K 0.34% 51
2023
Q2 		$3.13M Buy
39,258
+7,972
+25% +$600K 0.31% 58
2023
Q1 		$2.31M Buy
31,286
+5,129
+20% +$364K 0.27% 74
2022
Q4 		$1.7M Buy
26,157
+14,880
+132% +$965K 0.2% 95
2022
Q3 		$677K Buy
11,277
+5,258
+87% +$354K 0.09% 200
2022
Q2 		$384K Buy
6,019
+1,437
+31% +$98.6K 0.05% 312
2022
Q1 		$342K Sell
4,582
-401
-8% -$29.5K 0.04% 363
2021
Q4 		$379K Buy
4,983
+630
+14% +$47.7K 0.04% 331
2021
Q3 		$319K Buy
4,353
+1,631
+60% +$123K 0.04% 347
2021
Q2 		$202K Buy
2,722
+1,312
+93% +$95.5K 0.03% 462
2021
Q1 		$98K Hold
1,410
– – 0.01% 483
2020
Q4 		$87K Hold
1,410
– – 0.01% 471
2020
Q3 		$77K Hold
1,410
– – 0.01% 418
2020
Q2 		$74K Sell
1,410
-206
-13% -$10.3K 0.02% 386
2020
Q1 		$71K Sell
1,616
-250
-13% -$12.9K 0.02% 358
2019
Q4 		$102K Buy
1,866
+5
+0.3% +$265 0.03% 341
2019
Q3 		$93K Hold
1,861
– – 0.03% 409
2019
Q2 		$92K Hold
1,861
– – 0.03% 407
2019
Q1 		$87K Sell
1,861
-180
-9% -$8.14K 0.03% 372
2018
Q4 		$84K Buy
+2,041
New +$90.8K 0.04% 343

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

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

Capital Investment Advisory Services reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 9% in Q2 2026, selling an estimated $443K and leaving 44,423 shares worth $4.62M. The position accounts for 0.29% of the portfolio, ranked #86.

Capital Investment Advisory Services first reported a position in MOAT in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.02M in Q4 2025. 219 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Capital Investment Advisory Services held 44,423 shares of VanEck Morningstar Wide Moat ETF worth $4.62M as of Q2 2026.
  • Capital Investment Advisory Services sold 4,382 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $443K.
  • VanEck Morningstar Wide Moat ETF made up 0.29% of Capital Investment Advisory Services's portfolio in Q2 2026, its #86 holding.
  • Capital Investment Advisory Services first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2018 and has held it in 31 quarters since.
  • Capital Investment Advisory Services's VanEck Morningstar Wide Moat ETF position peaked at $5.02M in Q4 2025.
  • 219 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.