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

Intrua Financial’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 		$516K Buy
4,963
+654
+15% +$66.1K 0.05% 278
2026
Q1 		$417K Sell
4,309
-75
-2% -$7.77K 0.04% 298
2025
Q4 		$454K Buy
4,384
+17
+0.4% +$1.74K 0.05% 274
2025
Q3 		$433K Sell
4,367
-105
-2% -$10.2K 0.05% 281
2025
Q2 		$419K Buy
4,472
+20
+0.4% +$1.75K 0.06% 238
2025
Q1 		$392K Sell
4,452
-241
-5% -$22.2K 0.06% 238
2024
Q4 		$435K Sell
4,693
-227
-5% -$21.9K 0.07% 218
2024
Q3 		$477K Sell
4,920
-925
-16% -$84.6K 0.07% 226
2024
Q2 		$506K Buy
5,845
+108
+2% +$9.38K 0.08% 229
2024
Q1 		$516K Buy
5,737
+21
+0.4% +$1.8K 0.07% 238
2023
Q4 		$485K Sell
5,716
-941
-14% -$73.1K 0.07% 233
2023
Q3 		$505K Sell
6,657
-260
-4% -$20.7K 0.09% 189
2023
Q2 		$552K Buy
6,917
+27
+0.4% +$2.03K 0.09% 185
2023
Q1 		$504K Sell
6,890
-372
-5% -$26.4K 0.1% 182
2022
Q4 		$495K Sell
7,262
-2
-0% -$130 0.11% 187
2022
Q3 		$436K Buy
7,264
+30
+0.4% +$2.02K 0.12% 182
2022
Q2 		$461K Buy
7,234
+749
+12% +$51.4K 0.1% 221
2022
Q1 		$484K Buy
6,485
+110
+2% +$8.11K 0.09% 233
2021
Q4 		$485K Hold
6,375
– – 0.08% 223
2021
Q3 		$479K Buy
+6,375
New +$480K 0.09% 218

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Intrua Financial's MOAT Position: Q2 2026 in Review

Intrua Financial increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 15% in Q2 2026, buying an estimated $66.1K and bringing the position to 4,963 shares worth $516K. The position accounts for 0.05% of the portfolio, ranked #278.

Intrua Financial first reported a position in MOAT in Q3 2021 and has held it in 20 quarters since. The position peaked at $552K in Q2 2023. 734 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Intrua Financial held 4,963 shares of VanEck Morningstar Wide Moat ETF worth $516K as of Q2 2026.
  • Intrua Financial bought 654 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $66.1K.
  • VanEck Morningstar Wide Moat ETF made up 0.05% of Intrua Financial's portfolio in Q2 2026, its #278 holding.
  • Intrua Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2021 and has held it in 20 quarters since.
  • Intrua Financial's VanEck Morningstar Wide Moat ETF position peaked at $552K in Q2 2023.
  • 734 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.