Financial Partners Group (Kansas)’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Financial Partners Group (Kansas)’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	$3.34M	Sell	32,106 -6,836	-18%	-$691K	0.34%	46
2026 Q1	$3.77M	Sell	38,942 -2,173	-5%	-$225K	0.45%	42
2025 Q4	$4.31M	Sell	41,115 -8,067	-16%	-$824K	0.5%	40
2025 Q3	$4.87M	Sell	49,182 -2,126	-4%	-$207K	0.61%	36
2025 Q2	$4.81M	Sell	51,308 -1,081	-2%	-$94.8K	0.67%	33
2025 Q1	$4.61M	Sell	52,389 -1,346	-3%	-$124K	0.71%	37
2024 Q4	$4.98M	Sell	53,735 -1,705	-3%	-$164K	0.73%	33
2024 Q3	$5.37M	Sell	55,440 -6,820	-11%	-$624K	0.8%	30
2024 Q2	$5.39M	Sell	62,260 -4,840	-7%	-$421K	0.85%	27
2024 Q1	$6.03M	Buy	67,100 +2,518	+4%	+$216K	0.96%	27
2023 Q4	$5.48M	Sell	64,582 -620	-1%	-$48.1K	0.98%	28
2023 Q3	$4.81M	Buy	65,202 +1,223	+2%	+$97.4K	0.99%	28
2023 Q2	$5.17M	Buy	63,979 +5,520	+9%	+$415K	1.05%	30
2023 Q1	$4.32M	Buy	58,459 +574	+1%	+$40.7K	0.96%	29
2022 Q4	$4.26M	Buy	57,885 +490	+0.9%	+$31.8K	0.94%	29
2022 Q3	$3.44M	Sell	57,395 -2,166	-4%	-$146K	0.91%	27
2022 Q2	$3.8M	Buy	59,561 +663	+1%	+$45.5K	0.95%	25
2022 Q1	$4.4M	Buy	58,898 +1,414	+2%	+$104K	0.95%	25
2021 Q4	$4.27M	Buy	57,484 +3,028	+6%	+$229K	0.93%	27
2021 Q3	$3.99M	Buy	54,456 +922	+2%	+$69.4K	0.94%	33
2021 Q2	$3.96M	Buy	53,534 +529	+1%	+$38.5K	1.02%	27
2021 Q1	$3.67M	Buy	53,005 +425	+0.8%	+$28K	1.04%	26
2020 Q4	$3.39M	Sell	52,580 -5,275	-9%	-$311K	1.01%	25
2020 Q3	$3.16M	Sell	57,855 -2,885	-5%	-$158K	1.08%	24
2020 Q2	$3.17M	Sell	60,740 -6,483	-10%	-$323K	1.24%	24
2020 Q1	$2.81M	Buy	67,223 +55,150	+457%	+$2.84M	1.74%	16
2019 Q4	$663K	Buy	+12,073	New	+$639K	0.26%	40

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

Financial Partners Group (Kansas)'s MOAT Position: Q2 2026 in Review

Financial Partners Group (Kansas) reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 18% in Q2 2026, selling an estimated $691K and leaving 32,106 shares worth $3.34M. The position accounts for 0.34% of the portfolio, ranked #46.

Financial Partners Group (Kansas) first reported a position in MOAT in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.03M in Q1 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Financial Partners Group (Kansas) held 32,106 shares of VanEck Morningstar Wide Moat ETF worth $3.34M as of Q2 2026.
Financial Partners Group (Kansas) sold 6,836 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $691K.
VanEck Morningstar Wide Moat ETF made up 0.34% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #46 holding.
Financial Partners Group (Kansas) first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and has held it in 27 quarters since.
Financial Partners Group (Kansas)'s VanEck Morningstar Wide Moat ETF position peaked at $6.03M in Q1 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.