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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
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

WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

CX Institutional's MOAT Position: Q2 2026 in Review

CX Institutional opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026: 73 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #1328 among its holdings. This is a return to the name: CX Institutional previously reported a position in MOAT as recently as Q4 2025.

CX Institutional first reported a position in MOAT in Q4 2025 and has held it in 2 quarters since. 155 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • CX Institutional held 73 shares of VanEck Morningstar Wide Moat ETF worth $8K as of Q2 2026.
  • VanEck Morningstar Wide Moat ETF was a new CX Institutional position in Q2 2026.
  • VanEck Morningstar Wide Moat ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1328 holding.
  • CX Institutional first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and has held it in 2 quarters since.
  • 155 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.