JWCA
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J.W. Cole Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

J.W. Cole Advisors’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 		$3.43M Buy
33,033
+1,140
+4% +$115K 0.06% 330
2026
Q1 		$3.08M Buy
31,893
+4,087
+15% +$424K 0.1% 173
2025
Q4 		$1.22M Buy
27,806
+1,442
+5% +$147K 0.03% 569
2025
Q3 		$2.61M Sell
26,364
-1,759
-6% -$172K 0.05% 361
2025
Q2 		$2.64M Buy
28,123
+17,008
+153% +$1.49M 0.06% 323
2025
Q1 		$978K Sell
11,115
-15,552
-58% -$1.43M 0.03% 547
2024
Q4 		$2.47M Buy
26,667
+5,350
+25% +$515K 0.1% 205
2024
Q3 		$2.07M Buy
21,317
+530
+3% +$48.5K 0.09% 236
2024
Q2 		$1.8M Buy
20,787
+264
+1% +$22.9K 0.08% 233
2024
Q1 		$1.85M Buy
20,523
+640
+3% +$54.9K 0.09% 224
2023
Q4 		$1.69M Buy
19,883
+3,400
+21% +$264K 0.1% 216
2023
Q3 		$1.25M Buy
16,483
+3,700
+29% +$295K 0.09% 220
2023
Q2 		$1.02M Sell
12,783
-282
-2% -$21.2K 0.07% 266
2023
Q1 		$965K Sell
13,065
-893
-6% -$63.4K 0.07% 295
2022
Q4 		$906K Buy
13,958
+923
+7% +$59.9K 0.07% 286
2022
Q3 		$782K Hold
13,035
– – 0.07% 304
2022
Q2 		$831K Sell
13,035
-780
-6% -$53.5K 0.07% 293
2022
Q1 		$1.03M Buy
13,815
+464
+3% +$34.2K 0.07% 284
2021
Q4 		$1.02M Buy
+13,351
New +$1.01M 0.07% 296
2021
Q3 		– Sell
-10,362
Closed -$767K – 654
2021
Q2 		$767K Buy
10,362
+2,127
+26% +$155K 0.06% 323
2021
Q1 		$571K Sell
8,235
-250
-3% -$16.5K 0.06% 356
2020
Q4 		$526K Sell
8,485
-2,201
-21% -$130K 0.05% 336
2020
Q3 		$583K Buy
+10,686
New +$584K 0.04% 380
2020
Q1 		– Sell
-6,876
Closed -$377K – 354
2019
Q4 		$377K Buy
+6,876
New +$364K 0.05% 363

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

J.W. Cole Advisors's MOAT Position: Q2 2026 in Review

J.W. Cole Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3.6% in Q2 2026, buying an estimated $115K and bringing the position to 33,033 shares worth $3.43M. The position accounts for 0.06% of the portfolio, ranked #330.

J.W. Cole Advisors first reported a position in MOAT in Q4 2019 and has held it in 24 quarters since. 278 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • J.W. Cole Advisors held 33,033 shares of VanEck Morningstar Wide Moat ETF worth $3.43M as of Q2 2026.
  • J.W. Cole Advisors bought 1,140 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $115K.
  • VanEck Morningstar Wide Moat ETF made up 0.06% of J.W. Cole Advisors's portfolio in Q2 2026, its #330 holding.
  • J.W. Cole Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and has held it in 24 quarters since.
  • 278 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.