Janney Montgomery Scott
MOAT icon

Janney Montgomery Scott’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Janney Montgomery Scott’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 		$9.75M Sell
93,829
-4,066
-4% -$411K 0.02% 687
2026
Q1 		$9.47M Buy
97,895
+3,370
+4% +$349K 0.02% 609
2025
Q4 		$9.79M Buy
94,525
+96
+0.1% +$9.8K 0.02% 628
2025
Q3 		$9.36M Sell
94,429
-11,012
-10% -$1.07M 0.02% 641
2025
Q2 		$9.89M Buy
105,441
+2,741
+3% +$240K 0.03% 569
2025
Q1 		$9.04M Sell
102,700
-151,860
-60% -$14M 0.03% 569
2024
Q4 		$23.6M Buy
254,560
+8,985
+4% +$866K 0.07% 294
2024
Q3 		$23.8M Buy
245,575
+20,708
+9% +$1.89M 0.07% 286
2024
Q2 		$19.5M Sell
224,867
-21,807
-9% -$1.89M 0.06% 338
2024
Q1 		$22.2M Buy
246,674
+36,458
+17% +$3.13M 0.07% 302
2023
Q4 		$17.8M Buy
210,216
+37,009
+21% +$2.87M 0.06% 329
2023
Q3 		$13.1M Buy
173,207
+10,014
+6% +$797K 0.05% 354
2023
Q2 		$13M Buy
163,193
+4,659
+3% +$351K 0.05% 387
2023
Q1 		$11.7M Sell
158,534
-48,087
-23% -$3.41M 0.05% 368
2022
Q4 		$13.4M Buy
206,621
+39,167
+23% +$2.54M 0.05% 336
2022
Q3 		$10M Buy
167,454
+69,607
+71% +$4.68M 0.04% 386
2022
Q2 		$6.33M Buy
97,847
+7,570
+8% +$520K 0.03% 518
2022
Q1 		$6.74M Sell
90,277
-9,877
-10% -$728K 0.03% 494
2021
Q4 		$7.62M Buy
100,154
+2,550
+3% +$193K 0.03% 484
2021
Q3 		$7.15M Buy
97,604
+2,743
+3% +$206K 0.03% 487
2021
Q2 		$7.03M Buy
94,861
+1,427
+2% +$104K 0.03% 479
2021
Q1 		$6.47M Buy
93,434
+27,916
+43% +$1.84M 0.03% 464
2020
Q4 		$4.06M Buy
65,518
+2,879
+5% +$170K 0.02% 603
2020
Q3 		$3.42M Buy
62,639
+52,640
+526% +$2.88M 0.02% 605
2020
Q2 		$522K Sell
9,999
-1,013
-9% -$50.4K ﹤0.01% 1340
2020
Q1 		$482K Buy
11,012
+1,087
+11% +$55.9K ﹤0.01% 1238
2019
Q4 		$544K Buy
+9,925
New +$525K ﹤0.01% 1382

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

Janney Montgomery Scott's MOAT Position: Q2 2026 in Review

Janney Montgomery Scott reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 4.2% in Q2 2026, selling an estimated $411K and leaving 93,829 shares worth $9.75M. The position accounts for 0.02% of the portfolio, ranked #687.

Janney Montgomery Scott first reported a position in MOAT in Q4 2019 and has held it in 27 quarters since. The position peaked at $23.8M in Q3 2024. 733 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Janney Montgomery Scott held 93,829 shares of VanEck Morningstar Wide Moat ETF worth $9.75M as of Q2 2026.
  • Janney Montgomery Scott sold 4,066 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $411K.
  • VanEck Morningstar Wide Moat ETF made up 0.02% of Janney Montgomery Scott's portfolio in Q2 2026, its #687 holding.
  • Janney Montgomery Scott first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and has held it in 27 quarters since.
  • Janney Montgomery Scott's VanEck Morningstar Wide Moat ETF position peaked at $23.8M in Q3 2024.
  • 733 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.