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CreativeOne Wealth’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

CreativeOne Wealth’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 		$1.31M Sell
12,568
-4,570
-27% -$462K 0.03% 486
2026
Q1 		$1.66M Sell
17,138
-3,070
-15% -$318K 0.04% 403
2025
Q4 		$2.09M Buy
20,208
+683
+3% +$69.8K 0.05% 328
2025
Q3 		$1.94M Sell
19,525
-99
-0.5% -$9.66K 0.05% 346
2025
Q2 		$1.84M Sell
19,624
-4,072
-17% -$357K 0.05% 368
2025
Q1 		$2.09M Buy
23,696
+2,459
+12% +$226K 0.06% 291
2024
Q4 		$1.97M Sell
21,237
-3,362
-14% -$324K 0.06% 296
2024
Q3 		$2.38M Buy
24,599
+5,872
+31% +$537K 0.08% 235
2024
Q2 		$1.62M Buy
18,727
+3,245
+21% +$282K 0.08% 226
2024
Q1 		$1.39M Buy
15,482
+12,497
+419% +$1.07M 0.06% 303
2023
Q4 		$253K Buy
+2,985
New +$232K 0.02% 554
2023
Q3 		– Sell
-8,466
Closed -$676K – 732
2023
Q2 		$676K Buy
8,466
+3,695
+77% +$278K 0.03% 410
2023
Q1 		$352K Sell
4,771
-3,627
-43% -$257K 0.02% 575
2022
Q4 		$545K Buy
8,398
+70
+0.8% +$4.54K 0.03% 404
2022
Q3 		$500K Sell
8,328
-3,684
-31% -$248K 0.03% 408
2022
Q2 		$766K Sell
12,012
-930
-7% -$63.8K 0.04% 308
2022
Q1 		$967K Buy
12,942
+259
+2% +$19.1K 0.05% 281
2021
Q4 		$965K Sell
12,683
-106
-0.8% -$8.03K 0.05% 292
2021
Q3 		$937K Buy
12,789
+801
+7% +$60.3K 0.06% 274
2021
Q2 		$888K Sell
11,988
-18,858
-61% -$1.37M 0.05% 272
2021
Q1 		$2.14M Buy
30,846
+5,700
+23% +$376K 0.16% 109
2020
Q4 		$1.56M Buy
+25,146
New +$1.48M 0.13% 131

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
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

CreativeOne Wealth's MOAT Position: Q2 2026 in Review

CreativeOne Wealth reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 27% in Q2 2026, selling an estimated $462K and leaving 12,568 shares worth $1.31M. The position accounts for 0.03% of the portfolio, ranked #486.

CreativeOne Wealth first reported a position in MOAT in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.38M in Q3 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • CreativeOne Wealth held 12,568 shares of VanEck Morningstar Wide Moat ETF worth $1.31M as of Q2 2026.
  • CreativeOne Wealth sold 4,570 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $462K.
  • VanEck Morningstar Wide Moat ETF made up 0.03% of CreativeOne Wealth's portfolio in Q2 2026, its #486 holding.
  • CreativeOne Wealth first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2020 and has held it in 22 quarters since.
  • CreativeOne Wealth's VanEck Morningstar Wide Moat ETF position peaked at $2.38M in Q3 2024.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.