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COMPASS FINANCIAL MANAGEMENT LLC’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$364K Buy
+3,338
New +$337K 0.04% 317

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MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's MOAT Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026: 3,338 shares worth $364K. The stake represents 0.04% of the portfolio and ranks #317 among its holdings.

578 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 3,338 shares of VanEck Morningstar Wide Moat ETF worth $364K as of Q2 2026.
  • VanEck Morningstar Wide Moat ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • VanEck Morningstar Wide Moat ETF made up 0.04% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #317 holding.
  • 578 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.