Continuum Advisory’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Continuum Advisory’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	$55.6K	Buy	+535	New	+$54.1K	﹤0.01%	774
2025 Q2	–	Sell	-599	Closed	-$52.7K	–	1132
2025 Q1	$52.7K	Buy	599 +68	+13%	+$6.26K	0.01%	660
2024 Q4	$49.2K	Hold	531	–	–	0.01%	669
2024 Q3	$51.2K	Hold	531	–	–	0.01%	654
2024 Q2	$46K	Sell	531 -7	-1%	-$608	0.01%	621
2024 Q1	$47.3K	Sell	538 -4,630	-90%	-$397K	0.01%	610
2023 Q4	$439K	Buy	5,168 +560	+12%	+$43.5K	0.06%	304
2023 Q3	$349K	Sell	4,608 -24	-0.5%	-$1.91K	0.06%	333
2023 Q2	$370K	Sell	4,632 -184	-4%	-$13.8K	0.06%	329
2023 Q1	$356K	Sell	4,816 -258	-5%	-$18.3K	0.06%	315
2022 Q4	$329K	Sell	5,074 -160	-3%	-$10.4K	0.06%	329
2022 Q3	$314K	Buy	5,234 +166	+3%	+$11.2K	0.06%	314
2022 Q2	$323K	Buy	+5,068	New	+$348K	0.06%	323

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

Continuum Advisory's MOAT Position: Q2 2026 in Review

Continuum Advisory opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026: 535 shares worth $55.6K. The stake represents ﹤0.01% of the portfolio and ranks #774 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in MOAT as recently as Q1 2025.

Continuum Advisory first reported a position in MOAT in Q2 2022 and has held it in 13 quarters since. The position peaked at $439K in Q4 2023. 731 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Continuum Advisory held 535 shares of VanEck Morningstar Wide Moat ETF worth $55.6K as of Q2 2026.
VanEck Morningstar Wide Moat ETF was a new Continuum Advisory position in Q2 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #774 holding.
Continuum Advisory first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2022 and has held it in 13 quarters since.
Continuum Advisory's VanEck Morningstar Wide Moat ETF position peaked at $439K in Q4 2023.
731 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.