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

Kestra Private Wealth 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 Q1	$13.7M	Sell	141,280 -14,585	-9%	-$1.51M	0.17%	133
2025 Q4	$16.1M	Sell	155,865 -30,738	-16%	-$3.14M	0.2%	111
2025 Q3	$18.5M	Sell	186,603 -56,873	-23%	-$5.55M	0.24%	89
2025 Q2	$22.8M	Sell	243,476 -13,913	-5%	-$1.22M	0.33%	57
2025 Q1	$22.7M	Buy	257,389 +25,788	+11%	+$2.37M	0.38%	49
2024 Q4	$21.5M	Buy	231,601 +17,116	+8%	+$1.65M	0.36%	53
2024 Q3	$20.8M	Buy	214,485 +30,733	+17%	+$2.81M	0.38%	48
2024 Q2	$15.9M	Sell	183,752 -25,263	-12%	-$2.2M	0.32%	66
2024 Q1	$18.8M	Buy	209,015 +100,873	+93%	+$8.65M	0.42%	48
2023 Q4	$9.18M	Buy	108,142 +66,922	+162%	+$5.2M	0.23%	102
2023 Q3	$3.13M	Buy	41,220 +34,400	+504%	+$2.74M	0.1%	231
2023 Q2	$544K	Buy	6,820 +2,813	+70%	+$212K	0.02%	608
2023 Q1	$296K	Buy	+4,007	New	+$284K	0.01%	778

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Kestra Private Wealth Services's MOAT Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 9.4% in Q1 2026, selling an estimated $1.51M and leaving 141,280 shares worth $13.7M. The position accounts for 0.17% of the portfolio, ranked #133.

Kestra Private Wealth Services first reported a position in MOAT in Q1 2023 and has held it in 13 quarters since. The position peaked at $22.8M in Q2 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Kestra Private Wealth Services held 141,280 shares of VanEck Morningstar Wide Moat ETF worth $13.7M as of Q1 2026.
Kestra Private Wealth Services sold 14,585 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $1.51M.
VanEck Morningstar Wide Moat ETF made up 0.17% of Kestra Private Wealth Services's portfolio in Q1 2026, its #133 holding.
Kestra Private Wealth Services first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2023 and has held it in 13 quarters since.
Kestra Private Wealth Services's VanEck Morningstar Wide Moat ETF position peaked at $22.8M in Q2 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.