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

Destiny Wealth Partners’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	$330K	Hold	3,050	–	–	0.05%	121
2026 Q1	$295K	Hold	3,050	–	–	0.03%	184
2025 Q4	$327K	Sell	3,050 -1	-0%	-$102	0.04%	166
2025 Q3	$302K	Buy	+3,051	New	+$298K	0.04%	164
2025 Q2	–	Sell	-46,443	Closed	-$4.09M	–	198
2025 Q1	$4.09M	Buy	46,443 +2,721	+6%	+$250K	0.65%	50
2024 Q4	$4.05M	Buy	43,722 +1,213	+3%	+$117K	0.66%	51
2024 Q3	$4.12M	Buy	42,509 +1,007	+2%	+$92.1K	0.72%	46
2024 Q2	$3.59M	Buy	41,502 +1,742	+4%	+$151K	0.65%	48
2024 Q1	$3.57M	Sell	39,760 -520	-1%	-$44.6K	0.64%	53
2023 Q4	$3.34M	Buy	+40,280	New	+$3.13M	0.63%	52

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

Destiny Wealth Partners's MOAT Position: Q2 2026 in Review

Destiny Wealth Partners held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 3,050 shares worth $330K. The position accounts for 0.05% of the portfolio, ranked #121.

Destiny Wealth Partners first reported a position in MOAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.12M in Q3 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Destiny Wealth Partners held 3,050 shares of VanEck Morningstar Wide Moat ETF worth $330K as of Q2 2026.
Destiny Wealth Partners left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.05% of Destiny Wealth Partners's portfolio in Q2 2026, its #121 holding.
Destiny Wealth Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 10 quarters since.
Destiny Wealth Partners's VanEck Morningstar Wide Moat ETF position peaked at $4.12M in Q3 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.