Flynn Zito Capital Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Flynn Zito Capital Management’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	$465K	Sell	4,477 -60	-1%	-$6.07K	0.13%	87
2026 Q1	$439K	Buy	4,537 +10	+0.2%	+$1.04K	0.14%	84
2025 Q4	$469K	Sell	4,527 -173	-4%	-$17.7K	0.17%	78
2025 Q3	$466K	Sell	4,700 -35	-0.7%	-$3.41K	0.17%	77
2025 Q2	$444K	Sell	4,735 -67	-1%	-$5.88K	0.19%	74
2025 Q1	$423K	Sell	4,802 -89,055	-95%	-$8.2M	0.19%	71
2024 Q4	$8.7M	Sell	93,857 -5,703	-6%	-$549K	4.05%	9
2024 Q3	$9.65M	Sell	99,560 -275	-0.3%	-$25.1K	4.67%	6
2024 Q2	$8.65M	Buy	99,835 +22,330	+29%	+$1.94M	4.42%	7
2024 Q1	$6.97M	Buy	77,505 +73,844	+2,017%	+$6.34M	3.6%	9
2023 Q4	$311K	Buy	+3,661	New	+$284K	0.21%	56

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

Flynn Zito Capital Management's MOAT Position: Q2 2026 in Review

Flynn Zito Capital Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.3% in Q2 2026, selling an estimated $6.07K and leaving 4,477 shares worth $465K. The position accounts for 0.13% of the portfolio, ranked #87.

Flynn Zito Capital Management first reported a position in MOAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.65M in Q3 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Flynn Zito Capital Management held 4,477 shares of VanEck Morningstar Wide Moat ETF worth $465K as of Q2 2026.
Flynn Zito Capital Management sold 60 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $6.07K.
VanEck Morningstar Wide Moat ETF made up 0.13% of Flynn Zito Capital Management's portfolio in Q2 2026, its #87 holding.
Flynn Zito Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 11 quarters since.
Flynn Zito Capital Management's VanEck Morningstar Wide Moat ETF position peaked at $9.65M in Q3 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Flynn Zito Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.