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

Kingsview 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 		$2.77M Buy
26,652
+11,576
+77% +$1.17M 0.03% 486
2026
Q1 		$1.46M Buy
15,076
+7,621
+102% +$790K 0.02% 573
2025
Q4 		$772K Buy
7,455
+2,239
+43% +$229K 0.01% 707
2025
Q3 		$517K Buy
5,216
+1,491
+40% +$145K 0.01% 791
2025
Q2 		$349K Sell
3,725
-1,554
-29% -$136K 0.01% 892
2025
Q1 		$465K Sell
5,279
-3,218
-38% -$296K 0.01% 748
2024
Q4 		$788K Buy
8,497
+1,183
+16% +$114K 0.02% 610
2024
Q3 		$709K Buy
7,314
+323
+5% +$29.5K 0.01% 615
2024
Q2 		$605K Buy
6,991
+494
+8% +$42.9K 0.01% 629
2024
Q1 		$584K Sell
6,497
-1,049
-14% -$90K 0.01% 627
2023
Q4 		$640K Sell
7,546
-14,376
-66% -$1.12M 0.02% 587
2023
Q3 		$1.66M Buy
21,922
+894
+4% +$71.2K 0.06% 324
2023
Q2 		$1.68M Buy
+21,028
New +$1.58M 0.07% 279
2023
Q1 		– Sell
-3,112
Closed -$202K – 926
2022
Q4 		$202K Sell
3,112
-2,203
-41% -$143K 0.01% 790
2022
Q3 		$319K Sell
5,315
-12,718
-71% -$855K 0.02% 619
2022
Q2 		$1.15M Sell
18,033
-2,035
-10% -$140K 0.06% 331
2022
Q1 		$1.5M Buy
20,068
+860
+4% +$63.4K 0.07% 296
2021
Q4 		$1.46M Buy
19,208
+405
+2% +$30.7K 0.06% 300
2021
Q3 		$1.38M Buy
18,803
+795
+4% +$59.8K 0.07% 298
2021
Q2 		$1.34M Buy
18,008
+450
+3% +$32.8K 0.07% 305
2021
Q1 		$1.23M Buy
17,558
+617
+4% +$40.7K 0.07% 288
2020
Q4 		$1.05M Sell
16,941
-1,039
-6% -$61.2K 0.08% 264
2020
Q3 		$982K Buy
17,980
+175
+1% +$9.56K 0.09% 226
2020
Q2 		$930K Buy
17,805
+7,005
+65% +$349K 0.09% 213
2020
Q1 		$472K Buy
+10,800
New +$555K 0.06% 274

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

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

Kingsview Wealth Management increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 77% in Q2 2026, buying an estimated $1.17M and bringing the position to 26,652 shares worth $2.77M. The position accounts for 0.03% of the portfolio, ranked #486.

Kingsview Wealth Management first reported a position in MOAT in Q1 2020 and has held it in 25 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Kingsview Wealth Management held 26,652 shares of VanEck Morningstar Wide Moat ETF worth $2.77M as of Q2 2026.
  • Kingsview Wealth Management bought 11,576 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $1.17M.
  • VanEck Morningstar Wide Moat ETF made up 0.03% of Kingsview Wealth Management's portfolio in Q2 2026, its #486 holding.
  • Kingsview Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2020 and has held it in 25 quarters since.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.