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Centaurus Financial’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Centaurus Financial’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
Q1 		$4.49M Buy
46,457
+4,091
+10% +$424K 0.21% 107
2025
Q4 		$4.39M Sell
42,366
-2,238
-5% -$229K 0.2% 111
2025
Q3 		$4.42M Buy
44,604
+1,164
+3% +$114K 0.21% 108
2025
Q2 		$4.07M Sell
43,440
-4,293
-9% -$377K 0.24% 103
2025
Q1 		$4.2M Sell
47,733
-1,695
-3% -$156K 0.25% 89
2024
Q4 		$4.58M Sell
49,428
-117,103
-70% -$11.3M 0.28% 80
2024
Q3 		$16.1M Sell
166,531
-5,009
-3% -$458K 1.03% 15
2024
Q2 		$14.9M Buy
171,540
+17,013
+11% +$1.48M 0.99% 16
2024
Q1 		$13.9M Buy
154,527
+3,595
+2% +$308K 0.97% 19
2023
Q4 		$12.8M Buy
150,932
+135,247
+862% +$10.5M 0.97% 15
2023
Q3 		$1.19M Sell
15,685
-740
-5% -$58.9K 0.1% 198
2023
Q2 		$1.31M Sell
16,425
-3,161
-16% -$238K 0.11% 188
2023
Q1 		$1.45M Buy
19,586
+3,039
+18% +$216K 0.12% 201
2022
Q4 		$1.07M Buy
16,547
+1,162
+8% +$75.4K 0.1% 223
2022
Q3 		$923K Buy
15,385
+1,369
+10% +$92.1K 0.09% 254
2022
Q2 		$893K Sell
14,016
-125
-0.9% -$8.58K 0.09% 257
2022
Q1 		$1.06M Buy
14,141
+1,445
+11% +$106K 0.08% 273
2021
Q4 		$966K Buy
12,696
+42
+0.3% +$3.18K 0.07% 283
2021
Q3 		$927K Sell
12,654
-1,522
-11% -$115K 0.08% 283
2021
Q2 		$1.05M Buy
14,176
+2,886
+26% +$210K 0.09% 259
2021
Q1 		$782K Buy
11,290
+525
+5% +$34.6K 0.08% 283
2020
Q4 		$667K Sell
10,765
-4,938
-31% -$291K 0.07% 304
2020
Q3 		$857K Buy
15,703
+5,052
+47% +$276K 0.12% 190
2020
Q2 		$556K Buy
10,651
+402
+4% +$20K 0.08% 263
2020
Q1 		$448K Sell
10,249
-6,299
-38% -$324K 0.09% 225
2019
Q4 		$906K Buy
16,548
+9,419
+132% +$498K 0.13% 190
2019
Q3 		$358K Buy
7,129
+3,061
+75% +$150K 0.06% 321
2019
Q2 		$195K Buy
4,068
+3,953
+3,437% +$187K 0.03% 430
2019
Q1 		$2.47K Buy
+115
New +$5.2K 0.01% 453
2018
Q3 		– Sell
-3,232
Closed -$141K – 1452
2018
Q2 		$141K Buy
+3,232
New +$138K 0.02% 603

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Centaurus Financial's MOAT Position: Q1 2026 in Review

Centaurus Financial increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 9.7% in Q1 2026, buying an estimated $424K and bringing the position to 46,457 shares worth $4.49M. The position accounts for 0.21% of the portfolio, ranked #107.

Centaurus Financial first reported a position in MOAT in Q2 2018 and has held it in 30 quarters since. The position peaked at $16.1M in Q3 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Centaurus Financial held 46,457 shares of VanEck Morningstar Wide Moat ETF worth $4.49M as of Q1 2026.
  • Centaurus Financial bought 4,091 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $424K.
  • VanEck Morningstar Wide Moat ETF made up 0.21% of Centaurus Financial's portfolio in Q1 2026, its #107 holding.
  • Centaurus Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2018 and has held it in 30 quarters since.
  • Centaurus Financial's VanEck Morningstar Wide Moat ETF position peaked at $16.1M in Q3 2024.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.