HFS
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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
Q2 		$10.2M Sell
97,692
-9,401
-9% -$950K 1.01% 23
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

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Howard Financial Services's MOAT Position: Q2 2026 in Review

Howard Financial Services reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 8.8% in Q2 2026, selling an estimated $950K and leaving 97,692 shares worth $10.2M. The position accounts for 1.01% of the portfolio, ranked #23.

Howard Financial Services first reported a position in MOAT in Q1 2020 and has held it in 26 quarters since. The position peaked at $10.4M in Q1 2026. 254 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Howard Financial Services held 97,692 shares of VanEck Morningstar Wide Moat ETF worth $10.2M as of Q2 2026.
  • Howard Financial Services sold 9,401 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $950K.
  • VanEck Morningstar Wide Moat ETF made up 1.01% of Howard Financial Services's portfolio in Q2 2026, its #23 holding.
  • Howard Financial Services first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2020 and has held it in 26 quarters since.
  • Howard Financial Services's VanEck Morningstar Wide Moat ETF position peaked at $10.4M in Q1 2026.
  • 254 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.