GER Loftin Wealth Advisors LLC’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

GER Loftin Wealth Advisors LLC’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	$217K	Buy	+2,057	New	+$225K	0.07%	65

Other funds holding MOAT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Kelman-Lazarov Inc Memphis, Tennessee $776M AUM 10.86% 1-Year Est. Return

GER Loftin Wealth Advisors LLC's MOAT Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2026: 2,057 shares worth $217K. The stake represents 0.07% of the portfolio and ranks #65 among its holdings.

557 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

GER Loftin Wealth Advisors LLC held 2,057 shares of VanEck Morningstar Wide Moat ETF worth $217K as of Q3 2026.
VanEck Morningstar Wide Moat ETF was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
VanEck Morningstar Wide Moat ETF made up 0.07% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #65 holding.
557 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.