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 Q3	$8.99K	Hold	85	–	–	﹤0.01%	926
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	$8.42K	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

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Elevation Wealth Partners's MOAT Position: Q3 2026 in Review

Elevation Wealth Partners held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q3 2026 at 85 shares worth $8.99K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Elevation Wealth Partners first reported a position in MOAT in Q1 2023 and has held it in 15 quarters since. 324 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

Elevation Wealth Partners held 85 shares of VanEck Morningstar Wide Moat ETF worth $8.99K as of Q3 2026.
Elevation Wealth Partners left its VanEck Morningstar Wide Moat ETF share count unchanged in Q3 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #926 holding.
Elevation Wealth Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2023 and has held it in 15 quarters since.
324 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.