Echo45 Advisors
MOAT icon

Echo45 Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Echo45 Advisors’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 		$1.33M Sell
12,564
-99
-0.8% -$10.8K 0.61% 34
2026
Q2 		$1.32M Buy
12,663
+985
+8% +$100K 0.68% 32
2026
Q1 		$1.13M Buy
11,678
+402
+4% +$41.7K 0.64% 33
2025
Q4 		$1.17M Buy
+11,276
New +$1.15M 0.67% 33

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

Echo45 Advisors's MOAT Position: Q3 2026 in Review

Echo45 Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.78% in Q3 2026, selling an estimated $10.8K and leaving 12,564 shares worth $1.33M. The position accounts for 0.61% of the portfolio, ranked #34.

Echo45 Advisors first reported a position in MOAT in Q4 2025 and has held it in 4 quarters since. 212 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

  • Echo45 Advisors held 12,564 shares of VanEck Morningstar Wide Moat ETF worth $1.33M as of Q3 2026.
  • Echo45 Advisors sold 99 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $10.8K.
  • VanEck Morningstar Wide Moat ETF made up 0.61% of Echo45 Advisors's portfolio in Q3 2026, its #34 holding.
  • Echo45 Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and has held it in 4 quarters since.
  • 212 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Echo45 Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.