CapWealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

CapWealth Advisors’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	$290K	Hold	2,786	–	–	0.02%	97
2026 Q1	$269K	Hold	2,786	–	–	0.02%	99
2025 Q4	$288K	Buy	2,786 +1	+0%	+$102	0.02%	105
2025 Q3	$276K	Hold	2,785	–	–	0.02%	104
2025 Q2	$261K	Hold	2,785	–	–	0.03%	92
2025 Q1	$245K	Sell	2,785 -82	-3%	-$7.55K	0.03%	93
2024 Q4	$266K	Hold	2,867	–	–	0.03%	94
2024 Q3	$278K	Buy	+2,867	New	+$262K	0.03%	93

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

CapWealth Advisors's MOAT Position: Q2 2026 in Review

CapWealth Advisors held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 2,786 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #97.

CapWealth Advisors first reported a position in MOAT in Q3 2024 and has held it in 8 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

CapWealth Advisors held 2,786 shares of VanEck Morningstar Wide Moat ETF worth $290K as of Q2 2026.
CapWealth Advisors left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.02% of CapWealth Advisors's portfolio in Q2 2026, its #97 holding.
CapWealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2024 and has held it in 8 quarters since.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on CapWealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.