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Financial Solutions Advisory Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Financial Solutions Advisory Group’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 		$11.9M Buy
112,420
+1,127
+1% +$114K 1.5% 14
2026
Q1 		$10.8M Buy
+111,293
New +$11.5M 1.49% 15

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

Financial Solutions Advisory Group's MOAT Position: Q2 2026 in Review

Financial Solutions Advisory Group increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1% in Q2 2026, buying an estimated $114K and bringing the position to 112,420 shares worth $11.9M. The position accounts for 1.5% of the portfolio, ranked #14.

Financial Solutions Advisory Group first reported a position in MOAT in Q1 2026 and has held it in 2 quarters since. 178 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Financial Solutions Advisory Group held 112,420 shares of VanEck Morningstar Wide Moat ETF worth $11.9M as of Q2 2026.
  • Financial Solutions Advisory Group bought 1,127 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $114K.
  • VanEck Morningstar Wide Moat ETF made up 1.5% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #14 holding.
  • Financial Solutions Advisory Group first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2026 and has held it in 2 quarters since.
  • 178 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.