Kestra Advisory Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Kestra Advisory Services’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	$9.97M	Sell	95,890 -9,877	-9%	-$999K	0.03%	516
2026 Q1	$10.2M	Buy	105,767 +3,644	+4%	+$378K	0.04%	455
2025 Q4	$10.6M	Buy	102,123 +20,194	+25%	+$2.06M	0.04%	407
2025 Q3	$8.12M	Buy	81,929 +5,559	+7%	+$542K	0.04%	477
2025 Q2	$7.16M	Sell	76,370 -62,187	-45%	-$5.46M	0.03%	487
2025 Q1	$12.2M	Sell	138,557 -20,238	-13%	-$1.86M	0.06%	295
2024 Q4	$14.7M	Sell	158,795 -3,015	-2%	-$290K	0.08%	254
2024 Q3	$15.7M	Buy	161,810 +16,095	+11%	+$1.47M	0.09%	247
2024 Q2	$12.6M	Buy	145,715 +16,678	+13%	+$1.45M	0.07%	298
2024 Q1	$11.6M	Sell	129,037 -53,607	-29%	-$4.6M	0.08%	274
2023 Q4	$15.5M	Buy	182,644 +7,013	+4%	+$545K	0.13%	173
2023 Q3	$13.3M	Buy	175,631 +55,669	+46%	+$4.43M	0.13%	174
2023 Q2	$9.57M	Buy	119,962 +78,140	+187%	+$5.88M	0.1%	234
2023 Q1	$3.09M	Sell	41,822 -5,856	-12%	-$416K	0.03%	496
2022 Q4	$3.09M	Buy	47,678 +3,514	+8%	+$228K	0.03%	580
2022 Q3	$2.65M	Sell	44,164 -207	-0.5%	-$13.9K	0.03%	570
2022 Q2	$2.83M	Buy	44,371 +2,226	+5%	+$153K	0.03%	542
2022 Q1	$3.15M	Sell	42,145 -1,065	-2%	-$78.5K	0.03%	521
2021 Q4	$3.29M	Sell	43,210 -51,225	-54%	-$3.88M	0.03%	508
2021 Q3	$6.92M	Buy	94,435 +51,200	+118%	+$3.85M	0.07%	304
2021 Q2	$3.2M	Sell	43,235 -198	-0.5%	-$14.4K	0.04%	495
2021 Q1	$3.01M	Sell	43,433 -23,070	-35%	-$1.52M	0.04%	475
2020 Q4	$4.11M	Buy	66,503 +24,905	+60%	+$1.47M	0.05%	385
2020 Q3	$2.27M	Buy	+41,598	New	+$2.27M	0.04%	400

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

Kestra Advisory Services's MOAT Position: Q2 2026 in Review

Kestra Advisory Services reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 9.3% in Q2 2026, selling an estimated $999K and leaving 95,890 shares worth $9.97M. The position accounts for 0.03% of the portfolio, ranked #516.

Kestra Advisory Services first reported a position in MOAT in Q3 2020 and has held it in 24 quarters since. The position peaked at $15.7M in Q3 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Kestra Advisory Services held 95,890 shares of VanEck Morningstar Wide Moat ETF worth $9.97M as of Q2 2026.
Kestra Advisory Services sold 9,877 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $999K.
VanEck Morningstar Wide Moat ETF made up 0.03% of Kestra Advisory Services's portfolio in Q2 2026, its #516 holding.
Kestra Advisory Services first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's VanEck Morningstar Wide Moat ETF position peaked at $15.7M in Q3 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.