Kohmann Bosshard Financial Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Kohmann Bosshard Financial 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	–	Sell	-75	Closed	-$7.77K	–	448
2025 Q4	$7.77K	Buy	+75	New	+$7.66K	﹤0.01%	871
2025 Q1	–	Sell	-75	Closed	-$6.95K	–	588
2024 Q4	$6.95K	Buy	+75	New	+$7.22K	﹤0.01%	523

Other funds holding MOAT

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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

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

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

Kohmann Bosshard Financial Services's MOAT Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2026, closing a stake of 75 shares — an estimated $7.77K sold.

Kohmann Bosshard Financial Services first reported a position in MOAT in Q4 2024 and held it in 2 quarters. The position peaked at $7.77K in Q4 2025. 727 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Kohmann Bosshard Financial Services reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2026 after selling out during the quarter.
Kohmann Bosshard Financial Services sold 75 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $7.77K.
Kohmann Bosshard Financial Services first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and held it in 2 quarters.
Kohmann Bosshard Financial Services's VanEck Morningstar Wide Moat ETF position peaked at $7.77K in Q4 2025.
727 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.