Goodman Advisory Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Goodman Advisory Group’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	$167K	Buy	1,726 +1,659	+2,476%	+$172K	0.04%	80
2025 Q4	$6.94K	Buy	+67	New	+$6.84K	﹤0.01%	151
2025 Q3	–	Sell	-5	Closed	-$469	–	197
2025 Q2	$469	Sell	5 -63,214	-100%	-$5.55M	﹤0.01%	145
2025 Q1	$5.56M	Sell	63,219 -1,847	-3%	-$170K	1.7%	18
2024 Q4	$6.03M	Sell	65,066 -1,047	-2%	-$101K	1.78%	18
2024 Q3	$6.41M	Buy	66,113 +2,648	+4%	+$242K	1.83%	16
2024 Q2	$5.5M	Sell	63,465 -1,734	-3%	-$151K	1.64%	16
2024 Q1	$5.86M	Buy	65,199 +2,783	+4%	+$239K	1.86%	15
2023 Q4	$5.3M	Sell	62,416 -16,232	-21%	-$1.26M	1.8%	15
2023 Q3	$5.96M	Sell	78,648 -21,380	-21%	-$1.7M	2.23%	15
2023 Q2	$7.98M	Buy	+100,028	New	+$7.53M	2.96%	9

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Goodman Advisory Group's MOAT Position: Q1 2026 in Review

Goodman Advisory Group increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2,476% in Q1 2026, buying an estimated $172K and bringing the position to 1,726 shares worth $167K. The position accounts for 0.04% of the portfolio, ranked #80.

Goodman Advisory Group first reported a position in MOAT in Q2 2023 and has held it in 11 quarters since. The position peaked at $7.98M in Q2 2023. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Goodman Advisory Group held 1,726 shares of VanEck Morningstar Wide Moat ETF worth $167K as of Q1 2026.
Goodman Advisory Group bought 1,659 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $172K.
VanEck Morningstar Wide Moat ETF made up 0.04% of Goodman Advisory Group's portfolio in Q1 2026, its #80 holding.
Goodman Advisory Group first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and has held it in 11 quarters since.
Goodman Advisory Group's VanEck Morningstar Wide Moat ETF position peaked at $7.98M in Q2 2023.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Goodman Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.