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Holos Integrated Wealth’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Holos Integrated Wealth’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 		$509K Sell
4,802
-1,394
-22% -$141K 0.24% 51
2026
Q1 		$598K Buy
+6,196
New +$642K 0.3% 47

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Holos Integrated Wealth's MOAT Position: Q2 2026 in Review

Holos Integrated Wealth reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 22% in Q2 2026, selling an estimated $141K and leaving 4,802 shares worth $509K. The position accounts for 0.24% of the portfolio, ranked #51.

Holos Integrated Wealth first reported a position in MOAT in Q1 2026 and has held it in 2 quarters since. The position peaked at $598K in Q1 2026. 219 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Holos Integrated Wealth held 4,802 shares of VanEck Morningstar Wide Moat ETF worth $509K as of Q2 2026.
  • Holos Integrated Wealth sold 1,394 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $141K.
  • VanEck Morningstar Wide Moat ETF made up 0.24% of Holos Integrated Wealth's portfolio in Q2 2026, its #51 holding.
  • Holos Integrated Wealth first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2026 and has held it in 2 quarters since.
  • Holos Integrated Wealth's VanEck Morningstar Wide Moat ETF position peaked at $598K in Q1 2026.
  • 219 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.