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

Commerce 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
Q3 		$3.68M Sell
34,771
-1,236
-3% -$135K 1.73% 15
2026
Q2 		$3.74M Sell
36,007
-350
-1% -$35.4K 2.03% 14
2026
Q1 		$3.52M Buy
+36,357
New +$3.77M 2.96% 7

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Boulay Financial Advisors
Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Southern Farm Bureau Life Insurance
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Verde Capital Management
Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

Commerce Advisors's MOAT Position: Q3 2026 in Review

Commerce Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3.4% in Q3 2026, selling an estimated $135K and leaving 34,771 shares worth $3.68M. The position accounts for 1.73% of the portfolio, ranked #15.

Commerce Advisors first reported a position in MOAT in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.74M in Q2 2026. 638 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

  • Commerce Advisors held 34,771 shares of VanEck Morningstar Wide Moat ETF worth $3.68M as of Q3 2026.
  • Commerce Advisors sold 1,236 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $135K.
  • VanEck Morningstar Wide Moat ETF made up 1.73% of Commerce Advisors's portfolio in Q3 2026, its #15 holding.
  • Commerce Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2026 and has held it in 3 quarters since.
  • Commerce Advisors's VanEck Morningstar Wide Moat ETF position peaked at $3.74M in Q2 2026.
  • 638 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Commerce Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.