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

JNBA Financial 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 		$35.2M Sell
338,932
-19,134
-5% -$1.93M 2.67% 10
2026
Q1 		$34.6M Sell
358,066
-16,538
-4% -$1.71M 2.88% 9
2025
Q4 		$38.8M Sell
374,604
-8,186
-2% -$836K 3.39% 6
2025
Q3 		$37.9M Sell
382,790
-8,815
-2% -$860K 3.45% 6
2025
Q2 		$36.7M Sell
391,605
-257,899
-40% -$22.6M 3.53% 8
2025
Q1 		$57.2M Sell
649,504
-170,928
-21% -$15.7M 5.93% 4
2024
Q4 		$76.1M Buy
820,432
+4,693
+0.6% +$452K 7.77% 2
2024
Q3 		$79.1M Buy
815,739
+1,732
+0.2% +$158K 7.96% 3
2024
Q2 		$70.5M Buy
814,007
+23,013
+3% +$2M 7.44% 3
2024
Q1 		$71.1M Buy
790,994
+23,563
+3% +$2.02M 7.47% 2
2023
Q4 		$65.1M Sell
767,431
-16,810
-2% -$1.31M 7.41% 1
2023
Q3 		$59.5M Sell
784,241
-20,507
-3% -$1.63M 7.43% 1
2023
Q2 		$64.2M Buy
804,748
+65,485
+9% +$4.93M 7.7% 1
2023
Q1 		$54.6M Sell
739,263
-4,985
-0.7% -$354K 7.1% 1
2022
Q4 		$48.3M Sell
744,248
-24,495
-3% -$1.59M 6.71% 1
2022
Q3 		$46.1M Sell
768,743
-6,114
-0.8% -$411K 7.12% 1
2022
Q2 		$49.4M Sell
774,857
-5,724
-0.7% -$393K 7.49% 1
2022
Q1 		$58.3M Sell
780,581
-123,835
-14% -$9.13M 7.72% 1
2021
Q4 		$68.8M Buy
904,416
+5,977
+0.7% +$453K 8.41% 1
2021
Q3 		$65.8M Sell
898,439
-1,651
-0.2% -$124K 8.85% 1
2021
Q2 		$66.7M Sell
900,090
-2,651
-0.3% -$193K 9.03% 1
2021
Q1 		$62.5M Buy
902,741
+4,518
+0.5% +$298K 9.08% 1
2020
Q4 		$55.7M Buy
898,223
+1,841
+0.2% +$108K 9.16% 1
2020
Q3 		$48.9M Sell
896,382
-8,098
-0.9% -$443K 9.86% 1
2020
Q2 		$47.2M Sell
904,480
-125,270
-12% -$6.24M 10.13% 1
2020
Q1 		$45M Sell
1,029,750
-24,004
-2% -$1.23M 10.82% 1
2019
Q4 		$57.7M Buy
1,053,754
+10,975
+1% +$581K 11.01% 1
2019
Q3 		$52.3M Buy
1,042,779
+4,571
+0.4% +$224K 10.64% 1
2019
Q2 		$49.9M Buy
1,038,208
+43,227
+4% +$2.05M 10.16% 1
2019
Q1 		$46.4M Buy
994,981
+39,068
+4% +$1.77M 9.98% 1
2018
Q4 		$39.4M Buy
+955,913
New +$42.5M 8.92% 2
2018
Q3 		– Sell
-1,033,405
Closed -$45M – 621
2018
Q2 		$45M Buy
1,033,405
+22,524
+2% +$959K 9.52% 1
2018
Q1 		$41.9M Buy
1,010,881
+21,801
+2% +$946K 8.98% 2
2017
Q4 		$42M Buy
989,080
+20,830
+2% +$860K 8.83% 2
2017
Q3 		$39.1M Buy
968,250
+102,045
+12% +$4.04M 8.72% 2
2017
Q2 		$34.3M Buy
866,205
+17,157
+2% +$659K 7.78% 3
2017
Q1 		$31.9M Sell
849,048
-8,813
-1% -$325K 7.52% 3
2016
Q4 		$29.9M Buy
857,861
+857,462
+214,903% +$29.5M 7.27% 3
2016
Q3 		$14K Sell
399
-905,821
-100% -$30.9M ﹤0.01% 925
2016
Q2 		$29.5M Buy
906,220
+36,241
+4% +$1.17M 8.24% 2
2016
Q1 		$26.8M Buy
869,979
+70,311
+9% +$2.01M 9.62% 4
2015
Q4 		$23.1M Buy
799,668
+3,589
+0.5% +$107K 8.85% 3
2015
Q3 		$22.2M Sell
796,079
-113,457
-12% -$3.4M 9.47% 3
2015
Q2 		$27.9M Buy
909,536
+17,146
+2% +$536K 10.58% 3
2015
Q1 		$27M Buy
892,390
+28,369
+3% +$857K 10.41% 3
2014
Q4 		$26.9M Buy
864,021
+49,771
+6% +$1.56M 10.82% 2
2014
Q3 		$25.5M Buy
814,250
+30,866
+4% +$960K 11.56% 2
2014
Q2 		$24M Buy
783,384
+26,648
+4% +$797K 11.64% 2
2014
Q1 		$22.2M Buy
756,736
+72,198
+11% +$2.07M 11.68% 2
2013
Q4 		$19.7M Buy
684,538
+227,164
+50% +$6.31M 10.81% 3
2013
Q3 		$12.4M Buy
457,374
+70,583
+18% +$1.85M 7.74% 3
2013
Q2 		$9.45M Buy
+386,791
New +$9.38M 6.49% 4

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

JNBA Financial Advisors's MOAT Position: Q2 2026 in Review

JNBA Financial Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.3% in Q2 2026, selling an estimated $1.93M and leaving 338,932 shares worth $35.2M. The position accounts for 2.67% of the portfolio, ranked #10.

JNBA Financial Advisors first reported a position in MOAT in Q2 2013 and has held it in 52 quarters since. The position peaked at $79.1M in Q3 2024. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • JNBA Financial Advisors held 338,932 shares of VanEck Morningstar Wide Moat ETF worth $35.2M as of Q2 2026.
  • JNBA Financial Advisors sold 19,134 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $1.93M.
  • VanEck Morningstar Wide Moat ETF made up 2.67% of JNBA Financial Advisors's portfolio in Q2 2026, its #10 holding.
  • JNBA Financial Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2013 and has held it in 52 quarters since.
  • JNBA Financial Advisors's VanEck Morningstar Wide Moat ETF position peaked at $79.1M in Q3 2024.
  • 730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.