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Garton & Associates Financial Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Garton & Associates 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
Q1 		– Sell
-1,765
Closed -$183K – 465
2025
Q4 		$183K Buy
+1,765
New +$180K 0.1% 148

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Garton & Associates Financial Advisors's MOAT Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2026, closing a stake of 1,765 shares — an estimated $183K sold.

Garton & Associates Financial Advisors first reported a position in MOAT in Q4 2025 and held it in 1 quarter. The position peaked at $183K in Q4 2025. 724 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,765 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $183K.
  • Garton & Associates Financial Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's VanEck Morningstar Wide Moat ETF position peaked at $183K in Q4 2025.
  • 724 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.