HHM Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

HHM Wealth 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	$2.37M	Sell	22,761 -220	-1%	-$22.2K	0.24%	40
2026 Q1	$2.22M	Hold	22,981	–	–	0.26%	33
2025 Q4	$2.38M	Hold	22,981	–	–	0.28%	32
2025 Q3	$2.28M	Sell	22,981 -105	-0.5%	-$10.2K	0.26%	35
2025 Q2	$2.17M	Hold	23,086	–	–	0.26%	35
2025 Q1	$2.03M	Hold	23,086	–	–	0.27%	36
2024 Q4	$2.14M	Sell	23,086 -2,465	-10%	-$237K	0.29%	34
2024 Q3	$2.48M	Buy	25,551 +692	+3%	+$63.3K	0.35%	24
2024 Q2	$2.15M	Hold	24,859	–	–	0.32%	29
2024 Q1	$2.23M	Sell	24,859 -580	-2%	-$49.8K	0.37%	27
2023 Q4	$2.16M	Hold	25,439	–	–	0.38%	24
2023 Q3	$1.93M	Hold	25,439	–	–	0.38%	24
2023 Q2	$2.03M	Hold	25,439	–	–	0.38%	25
2023 Q1	$1.88M	Hold	25,439	–	–	0.38%	24
2022 Q4	$1.65M	Hold	25,439	–	–	0.38%	25
2022 Q3	$1.53M	Hold	25,439	–	–	0.4%	25
2022 Q2	$1.62M	Sell	25,439 -391	-2%	-$26.8K	0.42%	25
2022 Q1	$1.93M	Hold	25,830	–	–	0.45%	25
2021 Q4	$1.97M	Buy	25,830 +4	+0%	+$303	0.47%	24
2021 Q3	$1.89M	Hold	25,826	–	–	0.51%	24
2021 Q2	$1.91M	Buy	25,826 +25,439	+6,573%	+$1.85M	0.52%	24
2021 Q1	$27K	Hold	387	–	–	0.01%	344
2020 Q4	$24K	Buy	387 +5	+1%	+$295	0.01%	339
2020 Q3	$21K	Hold	382	–	–	0.01%	308
2020 Q2	$20K	Hold	382	–	–	0.01%	302
2020 Q1	$17K	Buy	+382	New	+$19.6K	0.01%	314

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

HHM Wealth Advisors's MOAT Position: Q2 2026 in Review

HHM Wealth Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.96% in Q2 2026, selling an estimated $22.2K and leaving 22,761 shares worth $2.37M. The position accounts for 0.24% of the portfolio, ranked #40.

HHM Wealth Advisors first reported a position in MOAT in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.48M in Q3 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

HHM Wealth Advisors held 22,761 shares of VanEck Morningstar Wide Moat ETF worth $2.37M as of Q2 2026.
HHM Wealth Advisors sold 220 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $22.2K.
VanEck Morningstar Wide Moat ETF made up 0.24% of HHM Wealth Advisors's portfolio in Q2 2026, its #40 holding.
HHM Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2020 and has held it in 26 quarters since.
HHM Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $2.48M in Q3 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.