Peak Financial Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Peak Financial 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	$909K	Sell	8,740 -800	-8%	-$80.9K	0.38%	43
2026 Q1	$923K	Sell	9,540 -1,887	-17%	-$196K	0.41%	42
2025 Q4	$1.18M	Hold	11,427	–	–	0.53%	43
2025 Q3	$1.13M	Sell	11,427 -1,305	-10%	-$127K	0.54%	39
2025 Q2	$1.19M	Sell	12,732 -9,777	-43%	-$858K	0.61%	36
2025 Q1	$1.98M	Sell	22,509 -20,333	-47%	-$1.87M	1.01%	37
2024 Q4	$3.97M	Sell	42,842 -222	-0.5%	-$21.4K	2.07%	11
2024 Q3	$4.18M	Sell	43,064 -2,791	-6%	-$255K	2.15%	10
2024 Q2	$3.97M	Sell	45,855 -8,785	-16%	-$763K	2.28%	10
2024 Q1	$4.91M	Sell	54,640 -4,472	-8%	-$384K	2.99%	10
2023 Q4	$5.02M	Buy	59,112 +20,446	+53%	+$1.59M	3.35%	9
2023 Q3	$2.93M	Sell	38,666 -63,062	-62%	-$5.02M	3.17%	10
2023 Q2	$8.12M	Buy	101,728 +44,704	+78%	+$3.36M	6.37%	1
2023 Q1	$4.21M	Buy	+57,024	New	+$4.05M	3.56%	9

Other funds holding MOAT

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

BFA

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AWG

Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Peak Financial Advisors's MOAT Position: Q2 2026 in Review

Peak Financial Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 8.4% in Q2 2026, selling an estimated $80.9K and leaving 8,740 shares worth $909K. The position accounts for 0.38% of the portfolio, ranked #43.

Peak Financial Advisors first reported a position in MOAT in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.12M in Q2 2023. 118 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Peak Financial Advisors held 8,740 shares of VanEck Morningstar Wide Moat ETF worth $909K as of Q2 2026.
Peak Financial Advisors sold 800 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $80.9K.
VanEck Morningstar Wide Moat ETF made up 0.38% of Peak Financial Advisors's portfolio in Q2 2026, its #43 holding.
Peak Financial Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2023 and has held it in 14 quarters since.
Peak Financial Advisors's VanEck Morningstar Wide Moat ETF position peaked at $8.12M in Q2 2023.
118 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.