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

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Planned Solutions Folsom, California $348M AUM 23.38% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $134M AUM