Paller Financial Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Paller Financial Services’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	$6.34M	Sell	61,000 -9,934	-14%	-$1M	4.74%	3
2026 Q1	$6.86M	Sell	70,934 -1,341	-2%	-$139K	5.67%	1
2025 Q4	$7.48M	Buy	+72,275	New	+$7.38M	6%	1

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

Paller Financial Services's MOAT Position: Q2 2026 in Review

Paller Financial Services reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 14% in Q2 2026, selling an estimated $1M and leaving 61,000 shares worth $6.34M. The position accounts for 4.74% of the portfolio, ranked #3.

Paller Financial Services first reported a position in MOAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.48M in Q4 2025. 726 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Paller Financial Services held 61,000 shares of VanEck Morningstar Wide Moat ETF worth $6.34M as of Q2 2026.
Paller Financial Services sold 9,934 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $1M.
VanEck Morningstar Wide Moat ETF made up 4.74% of Paller Financial Services's portfolio in Q2 2026, its #3 holding.
Paller Financial Services first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and has held it in 3 quarters since.
Paller Financial Services's VanEck Morningstar Wide Moat ETF position peaked at $7.48M in Q4 2025.
726 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Paller Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.