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GPS Wealth Strategies Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

GPS Wealth Strategies 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
2025
Q4 		$591K Sell
5,703
-22,617
-80% -$2.31M 0.5% 47
2025
Q3 		$2.81M Sell
28,320
-1,607
-5% -$157K 0.3% 58
2025
Q2 		$2.81M Sell
29,927
-4,025
-12% -$353K 0.32% 53
2025
Q1 		$2.99M Sell
33,952
-9,764
-22% -$899K 0.4% 45
2024
Q4 		$4.05M Sell
43,716
-4,665
-10% -$449K 0.52% 37
2024
Q3 		$4.69M Sell
48,381
-5,078
-9% -$464K 0.63% 26
2024
Q2 		$4.63M Buy
53,459
+22,213
+71% +$1.93M 0.7% 24
2024
Q1 		$2.81M Buy
31,246
+9,607
+44% +$824K 0.46% 39
2023
Q4 		$1.84M Buy
21,639
+1,119
+5% +$86.9K 0.34% 61
2023
Q3 		$1.56M Buy
20,520
+5,175
+34% +$412K 0.3% 63
2023
Q2 		$1.22M Buy
15,345
+2,950
+24% +$222K 0.23% 79
2023
Q1 		$915K Buy
12,395
+730
+6% +$51.8K 0.19% 100
2022
Q4 		$757K Sell
11,665
-493
-4% -$32K 0.23% 73
2022
Q3 		$729K Buy
12,158
+975
+9% +$65.6K 0.18% 92
2022
Q2 		$713K Sell
11,183
-100
-0.9% -$6.86K 0.18% 95
2022
Q1 		$843K Sell
11,283
-1,508
-12% -$111K 0.19% 70
2021
Q4 		$973K Buy
12,791
+36
+0.3% +$2.73K 0.21% 66
2021
Q3 		$934K Buy
12,755
+428
+3% +$32.2K 0.23% 69
2021
Q2 		$913K Buy
12,327
+1,684
+16% +$123K 0.23% 67
2021
Q1 		$737K Buy
+10,643
New +$701K 0.22% 75

Other funds holding MOAT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

GPS Wealth Strategies Group's MOAT Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 80% in Q4 2025, selling an estimated $2.31M and leaving 5,703 shares worth $591K. The position accounts for 0.5% of the portfolio, ranked #47.

GPS Wealth Strategies Group first reported a position in MOAT in Q1 2021 and has held it in 20 quarters since. The position peaked at $4.69M in Q3 2024. 725 funds tracked by Wall St. Rank hold MOAT as of Q4 2025.

  • GPS Wealth Strategies Group held 5,703 shares of VanEck Morningstar Wide Moat ETF worth $591K as of Q4 2025.
  • GPS Wealth Strategies Group sold 22,617 VanEck Morningstar Wide Moat ETF shares in Q4 2025, an estimated $2.31M.
  • VanEck Morningstar Wide Moat ETF made up 0.5% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #47 holding.
  • GPS Wealth Strategies Group first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2021 and has held it in 20 quarters since.
  • GPS Wealth Strategies Group's VanEck Morningstar Wide Moat ETF position peaked at $4.69M in Q3 2024.
  • 725 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.