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Legacy Capital Wealth Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Legacy Capital Wealth Partners’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 		$235K Hold
2,435
– – 0.05% 341
2025
Q4 		$252K Hold
2,435
– – 0.05% 328
2025
Q3 		$241K Hold
2,435
– – 0.05% 338
2025
Q2 		$228K Sell
2,435
-1,508
-38% -$132K 0.05% 343
2025
Q1 		$347K Buy
3,943
+868
+28% +$79.9K 0.09% 256
2024
Q4 		$285K Hold
3,075
– – 0.07% 281
2024
Q3 		$298K Sell
3,075
-1,650
-35% -$151K 0.06% 274
2024
Q2 		$409K Buy
+4,725
New +$411K 0.1% 191
2024
Q1 		– Sell
-5,186
Closed -$440K – 257
2023
Q4 		$440K Buy
5,186
+1,650
+47% +$128K 0.12% 163
2023
Q3 		$268K Buy
+3,536
New +$282K 0.07% 225

Other funds holding MOAT

Morgan Stanley
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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 $6.18B AUM 18.43% 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 $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return