PFG Investments’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

PFG Investments’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	$1.01M	Sell	9,681 -1,726	-15%	-$174K	0.04%	393
2026 Q1	$1.1M	Sell	11,407 -611	-5%	-$63.3K	0.05%	340
2025 Q4	$1.24M	Buy	12,018 +516	+4%	+$52.7K	0.06%	283
2025 Q3	$1.14M	Sell	11,502 -364	-3%	-$35.5K	0.06%	296
2025 Q2	$1.11M	Sell	11,866 -171	-1%	-$15K	0.07%	279
2025 Q1	$1.06M	Buy	12,037 +220	+2%	+$20.2K	0.07%	292
2024 Q4	$1.1M	Buy	11,817 +121	+1%	+$11.7K	0.07%	269
2024 Q3	$1.13M	Sell	11,696 -253	-2%	-$23.1K	0.07%	264
2024 Q2	$1.03M	Buy	+11,949	New	+$1.04M	0.07%	258

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

PFG Investments's MOAT Position: Q2 2026 in Review

PFG Investments reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 15% in Q2 2026, selling an estimated $174K and leaving 9,681 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #393.

PFG Investments first reported a position in MOAT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.24M in Q4 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

PFG Investments held 9,681 shares of VanEck Morningstar Wide Moat ETF worth $1.01M as of Q2 2026.
PFG Investments sold 1,726 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $174K.
VanEck Morningstar Wide Moat ETF made up 0.04% of PFG Investments's portfolio in Q2 2026, its #393 holding.
PFG Investments first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2024 and has held it in 9 quarters since.
PFG Investments's VanEck Morningstar Wide Moat ETF position peaked at $1.24M in Q4 2025.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.