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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PKS Advisory Services's MOAT Position: Q1 2026 in Review

PKS Advisory Services increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.4% in Q1 2026, buying an estimated $20.7K and bringing the position to 14,463 shares worth $1.4M. The position accounts for 0.33% of the portfolio, ranked #60.

PKS Advisory Services first reported a position in MOAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.48M in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

PKS Advisory Services held 14,463 shares of VanEck Morningstar Wide Moat ETF worth $1.4M as of Q1 2026.
PKS Advisory Services bought 200 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $20.7K.
VanEck Morningstar Wide Moat ETF made up 0.33% of PKS Advisory Services's portfolio in Q1 2026, its #60 holding.
PKS Advisory Services first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 6 quarters since.
PKS Advisory Services's VanEck Morningstar Wide Moat ETF position peaked at $1.48M in Q4 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.