Cetera Investment Advisers
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Cetera Investment Advisers’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Cetera Investment Advisers’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 		$120M Sell
1,153,632
-4,334
-0.4% -$438K 0.11% 183
2026
Q1 		$112M Sell
1,157,966
-13,413
-1% -$1.39M 0.12% 158
2025
Q4 		$121M Sell
1,171,379
-52,069
-4% -$5.32M 0.13% 132
2025
Q3 		$121M Buy
1,223,448
+611,271
+100% +$59.6M 0.14% 125
2025
Q2 		$57.4M Sell
612,177
-194,473
-24% -$17.1M 0.1% 211
2025
Q1 		$71M Buy
806,650
+39,664
+5% +$3.65M 0.14% 148
2024
Q4 		$71.1M Buy
766,986
+18,601
+2% +$1.79M 0.15% 140
2024
Q3 		$72.6M Buy
748,385
+34,944
+5% +$3.2M 0.16% 133
2024
Q2 		$61.8M Buy
713,441
+57,979
+9% +$5.04M 0.14% 137
2024
Q1 		$58.9M Buy
655,462
+570,901
+675% +$49M 0.14% 142
2023
Q4 		$7.18M Buy
84,561
+30,464
+56% +$2.37M 0.06% 322
2023
Q3 		$4.1M Buy
54,097
+11,861
+28% +$944K 0.04% 481
2023
Q2 		$3.37M Buy
42,236
+13,938
+49% +$1.05M 0.03% 559
2023
Q1 		$2.09M Buy
28,298
+239
+0.9% +$17K 0.02% 716
2022
Q4 		$1.82M Buy
28,059
+22,624
+416% +$1.47M 0.02% 747
2022
Q3 		$326K Sell
5,435
-23,617
-81% -$1.59M 0.01% 1221
2022
Q2 		$1.85M Sell
29,052
-517
-2% -$35.5K 0.03% 561
2022
Q1 		$2.21M Buy
29,569
+2,211
+8% +$163K 0.03% 524
2021
Q4 		$2.08M Buy
27,358
+1,621
+6% +$123K 0.03% 544
2021
Q3 		$1.89M Buy
25,737
+738
+3% +$55.6K 0.03% 537
2021
Q2 		$1.85M Buy
24,999
+257
+1% +$18.7K 0.03% 535
2021
Q1 		$1.71M Sell
24,742
-267
-1% -$17.6K 0.03% 468
2020
Q4 		$1.55M Buy
+25,009
New +$1.47M 0.03% 506

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

Cetera Investment Advisers's MOAT Position: Q2 2026 in Review

Cetera Investment Advisers reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.37% in Q2 2026, selling an estimated $438K and leaving 1,153,632 shares worth $120M. The position accounts for 0.11% of the portfolio, ranked #183.

Cetera Investment Advisers first reported a position in MOAT in Q4 2020 and has held it in 23 quarters since. The position peaked at $121M in Q4 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Cetera Investment Advisers held 1,153,632 shares of VanEck Morningstar Wide Moat ETF worth $120M as of Q2 2026.
  • Cetera Investment Advisers sold 4,334 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $438K.
  • VanEck Morningstar Wide Moat ETF made up 0.11% of Cetera Investment Advisers's portfolio in Q2 2026, its #183 holding.
  • Cetera Investment Advisers first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2020 and has held it in 23 quarters since.
  • Cetera Investment Advisers's VanEck Morningstar Wide Moat ETF position peaked at $121M in Q4 2025.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.