CoreCap Advisors
MOAT icon

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

CoreCap 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 		$130K Sell
1,227
-144
-11% -$15.7K ﹤0.01% 1012
2026
Q2 		$143K Buy
1,371
+8
+0.6% +$809 ﹤0.01% 984
2026
Q1 		$132K Sell
1,363
-182
-12% -$18.9K ﹤0.01% 942
2025
Q4 		$160K Sell
1,545
-6
-0.4% -$613 0.01% 864
2025
Q3 		$154K Sell
1,551
-982
-39% -$95.8K 0.01% 880
2025
Q2 		$238K Sell
2,533
-276
-10% -$24.2K 0.01% 691
2025
Q1 		$247K Sell
2,809
-960
-25% -$88.3K 0.01% 630
2024
Q4 		$349K Buy
3,769
+853
+29% +$82.2K 0.02% 554
2024
Q3 		$283K Buy
2,916
+2,133
+272% +$195K 0.01% 590
2024
Q2 		$67.8K Sell
783
-38,209
-98% -$3.32M 0.01% 591
2024
Q1 		$3.51M Buy
38,992
+1,368
+4% +$117K 0.19% 102
2023
Q4 		$3.19M Sell
37,624
-14,334
-28% -$1.11M 0.21% 99
2023
Q3 		$3.94M Buy
51,958
+35,813
+222% +$2.85M 0.28% 71
2023
Q2 		$1.29M Buy
+16,145
New +$1.22M 0.09% 212
2022
Q4 		$57.8K Buy
+891
New +$57.8K ﹤0.01% 941
2022
Q3 		– Sell
-46
Closed -$3K – 1473
2022
Q2 		$3K Buy
+46
New +$3.16K ﹤0.01% 1799
2022
Q1 		– Sell
-46
Closed -$4K – 1466
2021
Q4 		$4K Buy
+46
New +$3.49K ﹤0.01% 1809

Other funds holding MOAT

Southern Farm Bureau Life Insurance
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Buttonwood Financial Advisors
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Planned Solutions
Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

CoreCap Advisors's MOAT Position: Q3 2026 in Review

CoreCap Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 11% in Q3 2026, selling an estimated $15.7K and leaving 1,227 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

CoreCap Advisors first reported a position in MOAT in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.94M in Q3 2023. 193 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

  • CoreCap Advisors held 1,227 shares of VanEck Morningstar Wide Moat ETF worth $130K as of Q3 2026.
  • CoreCap Advisors sold 144 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $15.7K.
  • VanEck Morningstar Wide Moat ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1012 holding.
  • CoreCap Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and has held it in 17 quarters since.
  • CoreCap Advisors's VanEck Morningstar Wide Moat ETF position peaked at $3.94M in Q3 2023.
  • 193 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.