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Fortune Financial Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Fortune Financial Advisors’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 		$5.26M Sell
50,608
-4,033
-7% -$408K 2.25% 8
2026
Q1 		$5.28M Sell
54,641
-963
-2% -$99.8K 2.69% 6
2025
Q4 		$5.76M Sell
55,604
-788
-1% -$80.5K 3.88% 4
2025
Q3 		$5.59M Sell
56,392
-480
-0.8% -$46.8K 4.21% 2
2025
Q2 		$5.33M Buy
56,872
+1,482
+3% +$130K 4.29% 2
2025
Q1 		$4.87M Buy
55,390
+2,121
+4% +$195K 4.2% 2
2024
Q4 		$4.94M Buy
53,269
+6,271
+13% +$604K 4.49% 2
2024
Q3 		$4.56M Buy
46,998
+1,300
+3% +$119K 4.13% 2
2024
Q2 		$3.96M Buy
45,698
+439
+1% +$38.1K 2.42% 6
2024
Q1 		$4.07M Sell
45,259
-250
-0.5% -$21.4K 2.58% 5
2023
Q4 		$3.86M Buy
45,509
+3,614
+9% +$281K 2.7% 5
2023
Q3 		$3.18M Buy
41,895
+1,674
+4% +$133K 2.43% 5
2023
Q2 		$3.21M Buy
+40,221
New +$3.03M 2.41% 6

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Fortune Financial Advisors's MOAT Position: Q2 2026 in Review

Fortune Financial Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 7.4% in Q2 2026, selling an estimated $408K and leaving 50,608 shares worth $5.26M. The position accounts for 2.25% of the portfolio, ranked #8.

Fortune Financial Advisors first reported a position in MOAT in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.76M in Q4 2025. 337 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Fortune Financial Advisors held 50,608 shares of VanEck Morningstar Wide Moat ETF worth $5.26M as of Q2 2026.
  • Fortune Financial Advisors sold 4,033 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $408K.
  • VanEck Morningstar Wide Moat ETF made up 2.25% of Fortune Financial Advisors's portfolio in Q2 2026, its #8 holding.
  • Fortune Financial Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and has held it in 13 quarters since.
  • Fortune Financial Advisors's VanEck Morningstar Wide Moat ETF position peaked at $5.76M in Q4 2025.
  • 337 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.