CX Institutional
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CX Institutional’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

CX Institutional’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 		$8K Hold
73
– – ﹤0.01% 1387
2026
Q2 		$8K Buy
+73
New +$7.38K ﹤0.01% 1328
2026
Q1 		– Sell
-77
Closed -$8K – 1626
2025
Q4 		$8K Buy
+77
New +$7.86K ﹤0.01% 1221

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
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 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

CX Institutional's MOAT Position: Q3 2026 in Review

CX Institutional held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q3 2026 at 73 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

CX Institutional first reported a position in MOAT in Q4 2025 and has held it in 3 quarters since. 212 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

  • CX Institutional held 73 shares of VanEck Morningstar Wide Moat ETF worth $8K as of Q3 2026.
  • CX Institutional left its VanEck Morningstar Wide Moat ETF share count unchanged in Q3 2026.
  • VanEck Morningstar Wide Moat ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1387 holding.
  • CX Institutional first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and has held it in 3 quarters since.
  • 212 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.