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

Elevation 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	$8.84K	Hold	85	–	–	﹤0.01%	846
2026 Q1	$8.22K	Hold	85	–	–	﹤0.01%	569
2025 Q4	$8.8K	Hold	85	–	–	﹤0.01%	509
2025 Q3	$8.43K	Hold	85	–	–	﹤0.01%	403
2025 Q2	$7.97K	Hold	85	–	–	﹤0.01%	380
2025 Q1	$7.48K	Hold	85	–	–	﹤0.01%	385
2024 Q4	$7.88K	Hold	85	–	–	﹤0.01%	384
2024 Q3	$8.24K	Hold	85	–	–	﹤0.01%	365
2024 Q2	$7.36K	Hold	85	–	–	﹤0.01%	362
2024 Q1	$7.64K	Hold	85	–	–	﹤0.01%	371
2023 Q4	$6.45K	Hold	85	–	–	﹤0.01%	356
2023 Q3	$6.45K	Hold	85	–	–	0.01%	264
2023 Q2	$6.78K	Hold	85	–	–	0.01%	270
2023 Q1	$6.28K	Buy	+85	New	+$6.03K	0.01%	280

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 Wealth Partners's MOAT Position: Q2 2026 in Review

Elevation Wealth Partners held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 85 shares worth $8.84K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Elevation Wealth Partners first reported a position in MOAT in Q1 2023 and has held it in 14 quarters since. 731 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Elevation Wealth Partners held 85 shares of VanEck Morningstar Wide Moat ETF worth $8.84K as of Q2 2026.
Elevation Wealth Partners left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #846 holding.
Elevation Wealth Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2023 and has held it in 14 quarters since.
731 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.