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

Elevated Capital 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 Q2	$173K	Sell	1,666 -2	-0.1%	-$202	0.05%	251
2026 Q1	$161K	Sell	1,668 -13	-0.8%	-$1.35K	0.04%	248
2025 Q4	$174K	Buy	+1,681	New	+$172K	0.04%	266
2025 Q1	–	Sell	-2,258	Closed	-$209K	–	259
2024 Q4	$209K	Sell	2,258 -4,416	-66%	-$425K	0.06%	255
2024 Q3	$647K	Sell	6,674 -54,054	-89%	-$4.94M	0.17%	181
2024 Q2	$5.26M	Buy	60,728 +521	+0.9%	+$45.3K	1.48%	9
2024 Q1	$5.41M	Buy	+60,207	New	+$5.17M	1.55%	14

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

Elevated Capital Advisors's MOAT Position: Q2 2026 in Review

Elevated Capital Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.12% in Q2 2026, selling an estimated $202 and leaving 1,666 shares worth $173K. The position accounts for 0.05% of the portfolio, ranked #251.

Elevated Capital Advisors first reported a position in MOAT in Q1 2024 and has held it in 7 quarters since. The position peaked at $5.41M in Q1 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Elevated Capital Advisors held 1,666 shares of VanEck Morningstar Wide Moat ETF worth $173K as of Q2 2026.
Elevated Capital Advisors sold 2 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $202.
VanEck Morningstar Wide Moat ETF made up 0.05% of Elevated Capital Advisors's portfolio in Q2 2026, its #251 holding.
Elevated Capital Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and has held it in 7 quarters since.
Elevated Capital Advisors's VanEck Morningstar Wide Moat ETF position peaked at $5.41M in Q1 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.