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

KPP 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	$1.02M	Hold	9,849	–	–	0.13%	140
2026 Q1	$952K	Sell	9,849 -41	-0.4%	-$4.25K	0.14%	141
2025 Q4	$1.02M	Sell	9,890 -465	-4%	-$47.5K	0.15%	131
2025 Q3	$1.03M	Hold	10,355	–	–	0.15%	132
2025 Q2	$971K	Sell	10,355 -10,800	-51%	-$947K	0.16%	127
2025 Q1	$1.86M	Sell	21,155 -10,540	-33%	-$970K	0.35%	68
2024 Q4	$2.94M	Sell	31,695 -371	-1%	-$35.7K	0.69%	37
2024 Q3	$3.11M	Buy	32,066 +2,358	+8%	+$216K	0.75%	32
2024 Q2	$2.57M	Sell	29,708 -29,602	-50%	-$2.57M	0.68%	42
2024 Q1	$5.33M	Buy	+59,310	New	+$5.09M	1.46%	15
2023 Q4	–	Sell	-40,371	Closed	-$3.06M	–	182
2023 Q3	$3.06M	Buy	+40,371	New	+$3.21M	1.01%	22

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

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

KPP Advisory Services held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 9,849 shares worth $1.02M. The position accounts for 0.13% of the portfolio, ranked #140.

KPP Advisory Services first reported a position in MOAT in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.33M in Q1 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

KPP Advisory Services held 9,849 shares of VanEck Morningstar Wide Moat ETF worth $1.02M as of Q2 2026.
KPP Advisory Services left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.13% of KPP Advisory Services's portfolio in Q2 2026, its #140 holding.
KPP Advisory Services first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 11 quarters since.
KPP Advisory Services's VanEck Morningstar Wide Moat ETF position peaked at $5.33M in Q1 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.