Summit Wealth Group, LLC/OK’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Summit Wealth Group, LLC/OK’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	$506K	Sell	4,783 -3,440	-42%	-$376K	0.86%	30
2026 Q2	$855K	Sell	8,223 -155	-2%	-$15.7K	1.11%	25
2026 Q1	$810K	Sell	8,378 -5,244	-38%	-$544K	1.13%	25
2025 Q4	$1.41M	Buy	+13,622	New	+$1.39M	1.45%	20

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

Kelman-Lazarov Inc Memphis, Tennessee $776M AUM 10.86% 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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Summit Wealth Group, LLC/OK's MOAT Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 42% in Q3 2026, selling an estimated $376K and leaving 4,783 shares worth $506K. The position accounts for 0.86% of the portfolio, ranked #30.

Summit Wealth Group, LLC/OK first reported a position in MOAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.41M in Q4 2025. 461 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

Summit Wealth Group, LLC/OK held 4,783 shares of VanEck Morningstar Wide Moat ETF worth $506K as of Q3 2026.
Summit Wealth Group, LLC/OK sold 3,440 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $376K.
VanEck Morningstar Wide Moat ETF made up 0.86% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #30 holding.
Summit Wealth Group, LLC/OK first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and has held it in 4 quarters since.
Summit Wealth Group, LLC/OK's VanEck Morningstar Wide Moat ETF position peaked at $1.41M in Q4 2025.
461 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.