Next Level Wealth Planning’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Next Level Wealth Planning’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 Q3	$2.11K	Buy	+20	New	+$2.19K	﹤0.01%	455

Other funds holding MOAT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $903M AUM 26.5% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Next Level Wealth Planning's MOAT Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2026: 20 shares worth $2.11K. The stake represents ﹤0.01% of the portfolio and ranks #455 among its holdings.

426 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

Next Level Wealth Planning held 20 shares of VanEck Morningstar Wide Moat ETF worth $2.11K as of Q3 2026.
VanEck Morningstar Wide Moat ETF was a new Next Level Wealth Planning position in Q3 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #455 holding.
426 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.