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

Financial Partners Group (Tennessee)’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
2025 Q2	$3.72M	Buy	39,615 +2,551	+7%	+$224K	1.34%	25
2025 Q1	$3.26M	Buy	37,064 +4,996	+16%	+$460K	1.42%	21
2024 Q4	$2.97M	Sell	32,068 -155	-0.5%	-$14.9K	1.23%	24
2024 Q3	$3.12M	Buy	32,223 +440	+1%	+$40.2K	1.17%	24
2024 Q2	$2.75M	Buy	31,783 +1,654	+5%	+$144K	1.07%	27
2024 Q1	$2.71M	Sell	30,129 -4,384	-13%	-$376K	1.05%	28
2023 Q4	$2.93M	Buy	34,513 +566	+2%	+$44K	1.32%	23
2023 Q3	$2.57M	Sell	33,947 -6,070	-15%	-$483K	1.24%	25
2023 Q2	$3.19M	Buy	40,017 +181	+0.5%	+$13.6K	1.61%	22
2023 Q1	$2.94M	Sell	39,836 -833	-2%	-$59.1K	1.54%	22
2022 Q4	$2.64M	Buy	+40,669	New	+$2.64M	1.56%	21

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Partners Group (Tennessee)'s MOAT Position: Q2 2025 in Review

Financial Partners Group (Tennessee) increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 6.9% in Q2 2025, buying an estimated $224K and bringing the position to 39,615 shares worth $3.72M. The position accounts for 1.34% of the portfolio, ranked #25.

Financial Partners Group (Tennessee) first reported a position in MOAT in Q4 2022 and has held it in 11 quarters since. 692 funds tracked by Wall St. Rank hold MOAT as of Q2 2025.

Financial Partners Group (Tennessee) held 39,615 shares of VanEck Morningstar Wide Moat ETF worth $3.72M as of Q2 2025.
Financial Partners Group (Tennessee) bought 2,551 VanEck Morningstar Wide Moat ETF shares in Q2 2025, an estimated $224K.
VanEck Morningstar Wide Moat ETF made up 1.34% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #25 holding.
Financial Partners Group (Tennessee) first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2022 and has held it in 11 quarters since.
692 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.