Howard Financial Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Howard Financial Services’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	$9.7M	Buy	91,799 +2,695	+3%	+$295K	1.02%	25
2026 Q2	$9.26M	Sell	89,104 -17,989	-17%	-$1.82M	1%	24
2026 Q1	$10.4M	Buy	107,093 +22,502	+27%	+$2.33M	1.17%	23
2025 Q4	$8.76M	Sell	84,591 -234	-0.3%	-$23.9K	1.02%	26
2025 Q3	$8.41M	Sell	84,825 -1,470	-2%	-$143K	1.03%	25
2025 Q2	$8.09M	Sell	86,295 -3,993	-4%	-$350K	1.06%	25
2025 Q1	$7.95M	Buy	90,288 +2,908	+3%	+$268K	1.08%	26
2024 Q4	$8.1M	Buy	87,380 +3,649	+4%	+$352K	1.1%	26
2024 Q3	$8.12M	Buy	83,731 +10,051	+14%	+$919K	1.17%	25
2024 Q2	$6.38M	Buy	73,680 +34,629	+89%	+$3.01M	1.05%	25
2024 Q1	$3.51M	Buy	39,051 +14,134	+57%	+$1.21M	0.6%	32
2023 Q4	$2.11M	Buy	24,917 +1,089	+5%	+$84.6K	0.41%	39
2023 Q3	$1.81M	Buy	23,828 +3,715	+18%	+$296K	0.41%	36
2023 Q2	$1.6M	Buy	20,113 +4,390	+28%	+$330K	0.38%	34
2023 Q1	$1.16M	Hold	15,723	–	–	0.28%	40
2022 Q4	$1.02M	Buy	15,723 +76	+0.5%	+$4.93K	0.27%	45
2022 Q3	$939K	Sell	15,647 -1,251	-7%	-$84.1K	0.3%	42
2022 Q2	$1.08M	Sell	16,898 -1,353	-7%	-$92.9K	0.37%	33
2022 Q1	$1.36M	Buy	18,251 +664	+4%	+$48.9K	0.4%	30
2021 Q4	$1.34M	Buy	17,587 +280	+2%	+$21.2K	0.4%	30
2021 Q3	$1.27M	Buy	17,307 +642	+4%	+$48.3K	0.48%	25
2021 Q2	$1.23M	Buy	16,665 +70	+0.4%	+$5.1K	0.48%	26
2021 Q1	$1.15M	Buy	16,595 +1,008	+6%	+$66.4K	0.52%	27
2020 Q4	$966K	Buy	15,587 +225	+1%	+$13.3K	0.51%	28
2020 Q3	$839K	Hold	15,362	–	–	0.54%	25
2020 Q2	$802K	Hold	15,362	–	–	0.57%	27
2020 Q1	$672K	Buy	+15,362	New	+$790K	0.59%	29

Other funds holding MOAT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

Kelman-Lazarov Inc Memphis, Tennessee $776M AUM 10.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $903M AUM 26.5% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Howard Financial Services's MOAT Position: Q3 2026 in Review

Howard Financial Services increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3% in Q3 2026, buying an estimated $295K and bringing the position to 91,799 shares worth $9.7M. The position accounts for 1.02% of the portfolio, ranked #25.

Howard Financial Services first reported a position in MOAT in Q1 2020 and has held it in 27 quarters since. The position peaked at $10.4M in Q1 2026. 470 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

Howard Financial Services held 91,799 shares of VanEck Morningstar Wide Moat ETF worth $9.7M as of Q3 2026.
Howard Financial Services bought 2,695 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $295K.
VanEck Morningstar Wide Moat ETF made up 1.02% of Howard Financial Services's portfolio in Q3 2026, its #25 holding.
Howard Financial Services first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2020 and has held it in 27 quarters since.
Howard Financial Services's VanEck Morningstar Wide Moat ETF position peaked at $10.4M in Q1 2026.
470 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.