First PREMIER Bank’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

First PREMIER Bank’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	–	Sell	-1,065	Closed	-$103K	–	376
2026 Q1	$103K	Hold	1,065	–	–	0.02%	192
2025 Q4	$110K	Hold	1,065	–	–	0.03%	192
2025 Q3	$106K	Hold	1,065	–	–	0.02%	195
2025 Q2	$100K	Hold	1,065	–	–	0.02%	193
2025 Q1	$94K	Hold	1,065	–	–	0.02%	192
2024 Q4	$99K	Hold	1,065	–	–	0.03%	188
2024 Q3	$103K	Hold	1,065	–	–	0.03%	197
2024 Q2	$92K	Hold	1,065	–	–	0.02%	186
2024 Q1	$96K	Buy	1,065 +265	+33%	+$22.7K	0.03%	188
2023 Q4	$68K	Buy	800 +500	+167%	+$38.8K	0.02%	204
2023 Q3	$23K	Buy	+300	New	+$23.9K	0.01%	252

Other funds holding MOAT

WMWM

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

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 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

AWG

Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

First PREMIER Bank's MOAT Position: Q2 2026 in Review

First PREMIER Bank sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026, closing a stake of 1,065 shares — an estimated $103K sold.

First PREMIER Bank first reported a position in MOAT in Q3 2023 and held it in 11 quarters. The position peaked at $110K in Q4 2025. 118 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

First PREMIER Bank reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2026 after selling out during the quarter.
First PREMIER Bank sold 1,065 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $103K.
First PREMIER Bank first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and held it in 11 quarters.
First PREMIER Bank's VanEck Morningstar Wide Moat ETF position peaked at $110K in Q4 2025.
118 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on First PREMIER Bank's 13F filing for Q2 2026, filed 15 Jul 2026.