Holos Integrated Wealth
MOAT icon

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
Q3 		$434K Sell
3,924
-878
-18% -$96K 0.19% 55
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

Southern Farm Bureau Life Insurance
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
G2 Capital Management
G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Buttonwood Financial Advisors
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Planned Solutions
Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return

Holos Integrated Wealth's MOAT Position: Q3 2026 in Review

Holos Integrated Wealth reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 18% in Q3 2026, selling an estimated $96K and leaving 3,924 shares worth $434K. The position accounts for 0.19% of the portfolio, ranked #55.

Holos Integrated Wealth first reported a position in MOAT in Q1 2026 and has held it in 3 quarters since. The position peaked at $598K in Q1 2026. 212 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

  • Holos Integrated Wealth held 3,924 shares of VanEck Morningstar Wide Moat ETF worth $434K as of Q3 2026.
  • Holos Integrated Wealth sold 878 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $96K.
  • VanEck Morningstar Wide Moat ETF made up 0.19% of Holos Integrated Wealth's portfolio in Q3 2026, its #55 holding.
  • Holos Integrated Wealth first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2026 and has held it in 3 quarters since.
  • Holos Integrated Wealth's VanEck Morningstar Wide Moat ETF position peaked at $598K in Q1 2026.
  • 212 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.