Gateway Wealth Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Gateway Wealth Partners’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	-4,268	Closed	-$413K	–	879
2026 Q1	$413K	Buy	4,268 +2,054	+93%	+$213K	0.02%	637
2025 Q4	$229K	Hold	2,214	–	–	0.03%	422
2025 Q3	$219K	Sell	2,214 -496	-18%	-$48.4K	0.03%	384
2025 Q2	$254K	Sell	2,710 -569	-17%	-$49.9K	0.05%	306
2025 Q1	$289K	Sell	3,279 -378	-10%	-$34.8K	0.06%	256
2024 Q4	$339K	Buy	3,657 +455	+14%	+$43.8K	0.09%	214
2024 Q3	$310K	Sell	3,202 -191	-6%	-$17.5K	0.09%	207
2024 Q2	$294K	Buy	3,393 +299	+10%	+$26K	0.09%	206
2024 Q1	$278K	Buy	+3,094	New	+$265K	0.1%	181

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

Gateway Wealth Partners's MOAT Position: Q2 2026 in Review

Gateway Wealth Partners sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026, closing a stake of 4,268 shares — an estimated $413K sold.

Gateway Wealth Partners first reported a position in MOAT in Q1 2024 and held it in 9 quarters. The position peaked at $413K in Q1 2026. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Gateway Wealth Partners reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2026 after selling out during the quarter.
Gateway Wealth Partners sold 4,268 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $413K.
Gateway Wealth Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and held it in 9 quarters.
Gateway Wealth Partners's VanEck Morningstar Wide Moat ETF position peaked at $413K in Q1 2026.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.