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

Centerpoint 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	$42K	Hold	402	–	–	0.01%	179
2026 Q1	$39K	Sell	402 -48	-11%	-$4.98K	0.01%	166
2025 Q4	$47K	Hold	450	–	–	0.01%	165
2025 Q3	$45K	Hold	450	–	–	0.01%	176
2025 Q2	$42K	Sell	450 -66	-13%	-$5.79K	0.01%	172
2025 Q1	$45K	Sell	516 -100	-16%	-$9.2K	0.02%	169
2024 Q4	$57K	Hold	616	–	–	0.02%	162
2024 Q3	$60K	Hold	616	–	–	0.02%	159
2024 Q2	$53K	Hold	616	–	–	0.02%	169
2024 Q1	$55K	Buy	+616	New	+$52.9K	0.02%	153

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

Centerpoint Advisors's MOAT Position: Q2 2026 in Review

Centerpoint Advisors held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 402 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #179.

Centerpoint Advisors first reported a position in MOAT in Q1 2024 and has held it in 10 quarters since. The position peaked at $60K in Q3 2024. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Centerpoint Advisors held 402 shares of VanEck Morningstar Wide Moat ETF worth $42K as of Q2 2026.
Centerpoint Advisors left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #179 holding.
Centerpoint Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and has held it in 10 quarters since.
Centerpoint Advisors's VanEck Morningstar Wide Moat ETF position peaked at $60K in Q3 2024.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.