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

Kaydan 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 Q2	$916K	Hold	8,808	–	–	0.28%	47
2026 Q1	$852K	Hold	8,808	–	–	0.28%	46
2025 Q4	$912K	Hold	8,808	–	–	0.26%	45
2025 Q3	$873K	Hold	8,808	–	–	0.25%	50
2025 Q2	$826K	Hold	8,808	–	–	0.27%	48
2025 Q1	$775K	Hold	8,808	–	–	0.25%	46
2024 Q4	$817K	Hold	8,808	–	–	0.27%	42
2024 Q3	$854K	Hold	8,808	–	–	0.25%	41
2024 Q2	$763K	Hold	8,808	–	–	0.27%	44
2024 Q1	$792K	Sell	8,808 -460	-5%	-$39.5K	0.27%	42
2023 Q4	$787K	Hold	9,268	–	–	0.32%	41
2023 Q3	$703K	Sell	9,268 -38	-0.4%	-$3.03K	0.28%	39
2023 Q2	$743K	Hold	9,306	–	–	0.31%	37
2023 Q1	$687K	Hold	9,306	–	–	0.28%	37
2022 Q4	$604K	Sell	9,306 -611	-6%	-$39.6K	0.24%	41
2022 Q3	$595K	Hold	9,917	–	–	0.33%	38
2022 Q2	$632K	Sell	9,917 -575	-5%	-$39.5K	0.35%	40
2022 Q1	$784K	Sell	10,492 -1,409	-12%	-$104K	0.35%	42
2021 Q4	$906K	Buy	+11,901	New	+$902K	0.34%	37

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kaydan Wealth Management's MOAT Position: Q2 2026 in Review

Kaydan Wealth Management held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 8,808 shares worth $916K. The position accounts for 0.28% of the portfolio, ranked #47.

Kaydan Wealth Management first reported a position in MOAT in Q4 2021 and has held it in 19 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Kaydan Wealth Management held 8,808 shares of VanEck Morningstar Wide Moat ETF worth $916K as of Q2 2026.
Kaydan Wealth Management left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.28% of Kaydan Wealth Management's portfolio in Q2 2026, its #47 holding.
Kaydan Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and has held it in 19 quarters since.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.