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Landmark Wealth Management (New York)’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Landmark Wealth Management (New York)’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
-2,039
Closed -$211K – 149
2025
Q4 		$211K Buy
+2,039
New +$208K 0.08% 87

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $871M AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Landmark Wealth Management (New York)'s MOAT Position: Q1 2026 in Review

Landmark Wealth Management (New York) sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2026, closing a stake of 2,039 shares — an estimated $211K sold.

Landmark Wealth Management (New York) first reported a position in MOAT in Q4 2025 and held it in 1 quarter. The position peaked at $211K in Q4 2025. 720 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Landmark Wealth Management (New York) reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2026 after selling out during the quarter.
  • Landmark Wealth Management (New York) sold 2,039 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $211K.
  • Landmark Wealth Management (New York) first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and held it in 1 quarter.
  • Landmark Wealth Management (New York)'s VanEck Morningstar Wide Moat ETF position peaked at $211K in Q4 2025.
  • 720 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.