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Kovack Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Kovack Advisors’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 		– Sell
-2,242
Closed -$216K – 1118
2026
Q1 		$216K Sell
2,242
-5,233
-70% -$542K 0.01% 895
2025
Q4 		$774K Buy
7,475
+2,167
+41% +$221K 0.04% 457
2025
Q3 		$526K Hold
5,308
– – 0.05% 313
2025
Q2 		$498K Buy
5,308
+392
+8% +$34.4K 0.05% 330
2025
Q1 		$433K Sell
4,916
-344
-7% -$31.7K 0.05% 338
2024
Q4 		$488K Sell
5,260
-8
-0.2% -$771 0.05% 310
2024
Q3 		$511K Buy
5,268
+5
+0.1% +$457 0.05% 294
2024
Q2 		$456K Buy
5,263
+1,035
+24% +$89.9K 0.05% 319
2024
Q1 		$380K Buy
4,228
+1,115
+36% +$95.7K 0.05% 305
2023
Q4 		$264K Sell
3,113
-16,094
-84% -$1.25M 0.03% 449
2023
Q3 		$1.46M Buy
19,207
+235
+1% +$18.7K 0.2% 108
2023
Q2 		$1.51M Buy
18,972
+15,595
+462% +$1.17M 0.19% 104
2023
Q1 		$249K Sell
3,377
-534
-14% -$37.9K 0.03% 455
2022
Q4 		$254K Sell
3,911
-2,777
-42% -$180K 0.04% 450
2022
Q3 		$401K Buy
+6,688
New +$450K 0.06% 335
2020
Q4 		– Sell
-126,733
Closed -$6.92M – 647
2020
Q3 		$6.92M Sell
126,733
-12,395
-9% -$677K 1.23% 8
2020
Q2 		$7.27M Buy
139,128
+41,353
+42% +$2.06M 1.41% 6
2020
Q1 		$4.28M Buy
+97,775
New +$5.03M 0.99% 11

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

Kovack Advisors's MOAT Position: Q2 2026 in Review

Kovack Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026, closing a stake of 2,242 shares — an estimated $216K sold.

Kovack Advisors first reported a position in MOAT in Q1 2020 and held it in 18 quarters. The position peaked at $7.27M in Q2 2020. 734 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Kovack Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2026 after selling out during the quarter.
  • Kovack Advisors sold 2,242 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $216K.
  • Kovack Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2020 and held it in 18 quarters.
  • Kovack Advisors's VanEck Morningstar Wide Moat ETF position peaked at $7.27M in Q2 2020.
  • 734 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.