Elevation Capital Advisory’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Elevation Capital Advisory’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	$1.28M	Sell	12,290 -42,841	-78%	-$4.33M	0.49%	48
2026 Q1	$5.33M	Sell	55,131 -21,031	-28%	-$2.18M	2.27%	14
2025 Q4	$7.89M	Buy	76,162 +61,040	+404%	+$6.23M	3.22%	8
2025 Q3	$1.5M	Sell	15,122 -1,211	-7%	-$118K	0.6%	41
2025 Q2	$1.53M	Sell	16,333 -92,203	-85%	-$8.09M	0.61%	40
2025 Q1	$9.55M	Buy	108,536 +94,627	+680%	+$8.71M	4.17%	6
2024 Q4	$1.29M	Sell	13,909 -91,914	-87%	-$8.85M	0.55%	34
2024 Q3	$10.3M	Buy	+105,823	New	+$9.68M	4.53%	5
2021 Q2	$10.9M	Buy	+146,684	New	+$10.7M	6.1%	8

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

Elevation Capital Advisory's MOAT Position: Q2 2026 in Review

Elevation Capital Advisory reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 78% in Q2 2026, selling an estimated $4.33M and leaving 12,290 shares worth $1.28M. The position accounts for 0.49% of the portfolio, ranked #48.

Elevation Capital Advisory first reported a position in MOAT in Q2 2021 and has held it in 9 quarters since. The position peaked at $10.9M in Q2 2021. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Elevation Capital Advisory held 12,290 shares of VanEck Morningstar Wide Moat ETF worth $1.28M as of Q2 2026.
Elevation Capital Advisory sold 42,841 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $4.33M.
VanEck Morningstar Wide Moat ETF made up 0.49% of Elevation Capital Advisory's portfolio in Q2 2026, its #48 holding.
Elevation Capital Advisory first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2021 and has held it in 9 quarters since.
Elevation Capital Advisory's VanEck Morningstar Wide Moat ETF position peaked at $10.9M in Q2 2021.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.