Lynx Investment Advisory’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Lynx Investment Advisory’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	$212K	Buy	+2,043	New	+$207K	0.07%	219
2026 Q1	–	Sell	-2,043	Closed	-$212K	–	193
2025 Q4	$212K	Buy	+2,043	New	+$209K	0.12%	161
2024 Q3	–	Sell	-1,989	Closed	-$172K	–	519
2024 Q2	$172K	Buy	+1,989	New	+$173K	0.13%	138

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

Lynx Investment Advisory's MOAT Position: Q2 2026 in Review

Lynx Investment Advisory opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026: 2,043 shares worth $212K. The stake represents 0.07% of the portfolio and ranks #219 among its holdings. This is a return to the name: Lynx Investment Advisory previously reported a position in MOAT as recently as Q4 2025.

Lynx Investment Advisory first reported a position in MOAT in Q2 2024 and has held it in 3 quarters since. 734 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Lynx Investment Advisory held 2,043 shares of VanEck Morningstar Wide Moat ETF worth $212K as of Q2 2026.
VanEck Morningstar Wide Moat ETF was a new Lynx Investment Advisory position in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.07% of Lynx Investment Advisory's portfolio in Q2 2026, its #219 holding.
Lynx Investment Advisory first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2024 and has held it in 3 quarters since.
734 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.