JWM
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Jessup Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Jessup Wealth Management’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
Q1 		– Sell
-654
Closed -$67.7K – 233
2025
Q4 		$67.7K Buy
+654
New +$66.8K 0.02% 134

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jessup Wealth Management's MOAT Position: Q1 2026 in Review

Jessup Wealth Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2026, closing a stake of 654 shares — an estimated $67.7K sold.

Jessup Wealth Management first reported a position in MOAT in Q4 2025 and held it in 1 quarter. The position peaked at $67.7K in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Jessup Wealth Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 654 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $67.7K.
  • Jessup Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and held it in 1 quarter.
  • Jessup Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $67.7K in Q4 2025.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.