PCG Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

PCG Wealth Advisors’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	$770K	Sell	7,411 -887	-11%	-$89.7K	0.17%	105
2026 Q1	$802K	Sell	8,298 -1,068	-11%	-$111K	0.2%	97
2025 Q4	$970K	Sell	9,366 -97	-1%	-$9.91K	0.27%	83
2025 Q3	$938K	Sell	9,463 -1,419	-13%	-$138K	0.27%	82
2025 Q2	$1.02M	Sell	10,882 -429	-4%	-$37.6K	0.52%	46
2025 Q1	$995K	Sell	11,311 -8,685	-43%	-$799K	0.35%	72
2024 Q4	$1.85M	Sell	19,996 -6,332	-24%	-$610K	0.68%	44
2024 Q3	$2.55M	Sell	26,328 -14,891	-36%	-$1.36M	0.98%	34
2024 Q2	$3.57M	Sell	41,219 -27,986	-40%	-$2.43M	1.55%	19
2024 Q1	$6.22M	Buy	69,205 +11,754	+20%	+$1.01M	2.96%	7
2023 Q4	$4.88M	Buy	57,451 +53,063	+1,209%	+$4.12M	2.72%	9
2023 Q3	$333K	Buy	+4,388	New	+$349K	0.22%	73

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

PCG Wealth Advisors's MOAT Position: Q2 2026 in Review

PCG Wealth Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 11% in Q2 2026, selling an estimated $89.7K and leaving 7,411 shares worth $770K. The position accounts for 0.17% of the portfolio, ranked #105.

PCG Wealth Advisors first reported a position in MOAT in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.22M in Q1 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

PCG Wealth Advisors held 7,411 shares of VanEck Morningstar Wide Moat ETF worth $770K as of Q2 2026.
PCG Wealth Advisors sold 887 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $89.7K.
VanEck Morningstar Wide Moat ETF made up 0.17% of PCG Wealth Advisors's portfolio in Q2 2026, its #105 holding.
PCG Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 12 quarters since.
PCG Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $6.22M in Q1 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.