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Lunt Capital Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Lunt Capital Management’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 		$3.69M Sell
35,507
-190
-0.5% -$19.2K 1.35% 25
2026
Q1 		$3.45M Buy
35,697
+620
+2% +$64.3K 1.33% 25
2025
Q4 		$3.63M Sell
35,077
-9,032
-20% -$922K 1.36% 23
2025
Q3 		$4.37M Sell
44,109
-8,337
-16% -$813K 1.67% 19
2025
Q2 		$4.92M Sell
52,446
-3,912
-7% -$343K 1.88% 14
2025
Q1 		$4.96M Buy
56,358
+2,341
+4% +$215K 1.8% 15
2024
Q4 		$5.01M Buy
54,017
+12,333
+30% +$1.19M 1.95% 15
2024
Q3 		$4.04M Buy
41,684
+9,388
+29% +$858K 1.89% 15
2024
Q2 		$2.8M Buy
32,296
+11,175
+53% +$971K 1.38% 18
2024
Q1 		$1.9M Buy
21,121
+1,852
+10% +$159K 0.94% 27
2023
Q4 		$1.64M Sell
19,269
-184
-0.9% -$14.3K 0.85% 31
2023
Q3 		$1.48M Buy
19,453
+1,654
+9% +$132K 0.78% 29
2023
Q2 		$1.42M Buy
+17,799
New +$1.34M 0.77% 28

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Lunt Capital Management's MOAT Position: Q2 2026 in Review

Lunt Capital Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.53% in Q2 2026, selling an estimated $19.2K and leaving 35,507 shares worth $3.69M. The position accounts for 1.35% of the portfolio, ranked #25.

Lunt Capital Management first reported a position in MOAT in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.01M in Q4 2024. 337 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Lunt Capital Management held 35,507 shares of VanEck Morningstar Wide Moat ETF worth $3.69M as of Q2 2026.
  • Lunt Capital Management sold 190 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $19.2K.
  • VanEck Morningstar Wide Moat ETF made up 1.35% of Lunt Capital Management's portfolio in Q2 2026, its #25 holding.
  • Lunt Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and has held it in 13 quarters since.
  • Lunt Capital Management's VanEck Morningstar Wide Moat ETF position peaked at $5.01M in Q4 2024.
  • 337 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Lunt Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.