PKS Advisory Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

PKS Advisory 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 Q3	$1.53M	Hold	14,757	–	–	0.25%	78
2026 Q2	$1.53M	Buy	14,757 +294	+2%	+$29.7K	0.24%	79
2026 Q1	$1.4M	Buy	14,463 +200	+1%	+$20.7K	0.33%	60
2025 Q4	$1.48M	Sell	14,263 -192	-1%	-$19.6K	0.34%	62
2025 Q3	$1.43M	Buy	14,455 +330	+2%	+$32.2K	0.3%	60
2025 Q2	$1.32M	Sell	14,125 -849	-6%	-$74.5K	0.33%	59
2025 Q1	$1.31M	Buy	14,974 +3,160	+27%	+$291K	0.36%	55
2024 Q4	$1.1M	Buy	+11,814	New	+$1.14M	0.27%	62

Other funds holding MOAT

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PKS Advisory Services's MOAT Position: Q3 2026 in Review

PKS Advisory Services held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q3 2026 at 14,757 shares worth $1.53M. The position accounts for 0.25% of the portfolio, ranked #78.

PKS Advisory Services first reported a position in MOAT in Q4 2024 and has held it in 8 quarters since. 269 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

PKS Advisory Services held 14,757 shares of VanEck Morningstar Wide Moat ETF worth $1.53M as of Q3 2026.
PKS Advisory Services left its VanEck Morningstar Wide Moat ETF share count unchanged in Q3 2026.
VanEck Morningstar Wide Moat ETF made up 0.25% of PKS Advisory Services's portfolio in Q3 2026, its #78 holding.
PKS Advisory Services first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 8 quarters since.
269 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on PKS Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.