Oliver Luxxe Assets’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Oliver Luxxe Assets’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	$733K	Sell	7,048 -279	-4%	-$28.2K	0.11%	152
2026 Q1	$709K	Sell	7,327 -503	-6%	-$52.1K	0.11%	154
2025 Q4	$811K	Sell	7,830 -516	-6%	-$52.7K	0.12%	146
2025 Q3	$827K	Sell	8,346 -1,004	-11%	-$97.9K	0.13%	145
2025 Q2	$877K	Sell	9,350 -2,157	-19%	-$189K	0.16%	142
2025 Q1	$1.01M	Sell	11,507 -10,338	-47%	-$951K	0.19%	145
2024 Q4	$2.12M	Hold	21,845	–	–	0.38%	87
2024 Q3	$2.12M	Buy	21,845 +192	+0.9%	+$17.6K	0.38%	88
2024 Q2	$1.88M	Sell	21,653 -2,005	-8%	-$174K	0.4%	75
2024 Q1	$2.13M	Sell	23,658 -1,067	-4%	-$91.5K	0.45%	71
2023 Q4	$2.1M	Sell	24,725 -434	-2%	-$33.7K	0.49%	67
2023 Q3	$1.91M	Sell	25,159 -1,321	-5%	-$105K	0.49%	71
2023 Q2	$2.11M	Sell	26,480 -2,192	-8%	-$165K	0.53%	64
2023 Q1	$2.12M	Buy	28,672 +4	+0%	+$284	0.56%	62
2022 Q4	$1.86M	Buy	28,668 +662	+2%	+$42.9K	0.52%	70
2022 Q3	$1.68M	Buy	28,006 +126	+0.5%	+$8.47K	0.52%	71
2022 Q2	$1.78M	Buy	27,880 +760	+3%	+$52.2K	0.53%	69
2022 Q1	$2.03M	Buy	27,120 +646	+2%	+$47.6K	0.51%	77
2021 Q4	$2.02M	Buy	26,474 +98	+0.4%	+$7.43K	0.51%	82
2021 Q3	$1.93M	Buy	26,376 +258	+1%	+$19.4K	0.53%	74
2021 Q2	$1.93M	Buy	26,118 +3,009	+13%	+$219K	0.53%	77
2021 Q1	$1.6M	Buy	23,109 +708	+3%	+$46.7K	0.48%	81
2020 Q4	$1.44M	Buy	22,401 +841	+4%	+$49.5K	0.45%	84
2020 Q3	$1.18M	Buy	21,560 +687	+3%	+$37.5K	0.44%	78
2020 Q2	$1.09M	Buy	20,873 +10,709	+105%	+$533K	0.57%	63
2020 Q1	$472K	Buy	10,164 +1,512	+17%	+$77.7K	0.3%	83
2019 Q4	$474K	Buy	8,652 +721	+9%	+$38.2K	0.25%	88
2019 Q3	$387K	Buy	7,931 +430	+6%	+$21.1K	0.23%	86
2019 Q2	$363K	Buy	7,501 +115	+2%	+$5.45K	0.2%	92
2019 Q1	$344K	Buy	+7,386	New	+$334K	0.2%	94

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

Oliver Luxxe Assets's MOAT Position: Q2 2026 in Review

Oliver Luxxe Assets reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3.8% in Q2 2026, selling an estimated $28.2K and leaving 7,048 shares worth $733K. The position accounts for 0.11% of the portfolio, ranked #152.

Oliver Luxxe Assets first reported a position in MOAT in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.13M in Q1 2024. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Oliver Luxxe Assets held 7,048 shares of VanEck Morningstar Wide Moat ETF worth $733K as of Q2 2026.
Oliver Luxxe Assets sold 279 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $28.2K.
VanEck Morningstar Wide Moat ETF made up 0.11% of Oliver Luxxe Assets's portfolio in Q2 2026, its #152 holding.
Oliver Luxxe Assets first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2019 and has held it in 30 quarters since.
Oliver Luxxe Assets's VanEck Morningstar Wide Moat ETF position peaked at $2.13M in Q1 2024.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.