PS
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Planned Solutions’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Planned Solutions’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 		$30M Sell
288,767
-2,718
-0.9% -$275K 8.6% 3
2026
Q1 		$28.2M Sell
291,485
-254
-0.1% -$26.3K 9.22% 3
2025
Q4 		$30.2M Sell
291,739
-6,945
-2% -$709K 9.69% 2
2025
Q3 		$29.6M Sell
298,684
-5,203
-2% -$508K 10.18% 1
2025
Q2 		$28.5M Buy
303,887
+4,811
+2% +$422K 10.84% 1
2025
Q1 		$26.3M Buy
299,076
+6,955
+2% +$640K 10.66% 1
2024
Q4 		$27.1M Sell
292,121
-4,948
-2% -$477K 10.93% 1
2024
Q3 		$28.8M Buy
297,069
+2,310
+0.8% +$211K 11.56% 1
2024
Q2 		$25.5M Sell
294,759
-1,544
-0.5% -$134K 12.36% 1
2024
Q1 		$26.6M Buy
296,303
+1,628
+0.6% +$140K 13.07% 1
2023
Q4 		$25M Sell
294,675
-3,453
-1% -$268K 11.7% 1
2023
Q3 		$22.6M Buy
298,128
+6,488
+2% +$517K 13.6% 1
2023
Q2 		$23.3M Buy
291,640
+5,211
+2% +$392K 13.75% 1
2023
Q1 		$21.1M Sell
286,429
-17,934
-6% -$1.27M 13.4% 1
2022
Q4 		$19.8M Buy
304,363
+719
+0.2% +$46.6K 14.47% 1
2022
Q3 		$18.2M Buy
303,644
+5,900
+2% +$397K 15.22% 1
2022
Q2 		$19M Buy
297,744
+7,014
+2% +$481K 17.73% 1
2022
Q1 		$21.7M Buy
290,730
+4,739
+2% +$349K 15.16% 1
2021
Q4 		$21.8M Buy
+285,991
New +$21.7M 14.56% 1
2021
Q2 		$21.2M Buy
286,498
+1,713
+0.6% +$125K 14.68% 1
2021
Q1 		$19.7M Sell
284,785
-17,646
-6% -$1.16M 15.41% 1
2020
Q4 		$18.8M Buy
302,431
+7,104
+2% +$418K 15.02% 1
2020
Q3 		$16.1M Buy
+295,327
New +$16.1M 15.75% 1

Other funds holding MOAT

WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Planned Solutions's MOAT Position: Q2 2026 in Review

Planned Solutions reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.93% in Q2 2026, selling an estimated $275K and leaving 288,767 shares worth $30M. The position accounts for 8.6% of the portfolio, ranked #3.

Planned Solutions first reported a position in MOAT in Q3 2020 and has held it in 23 quarters since. The position peaked at $30.2M in Q4 2025. 118 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Planned Solutions held 288,767 shares of VanEck Morningstar Wide Moat ETF worth $30M as of Q2 2026.
  • Planned Solutions sold 2,718 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $275K.
  • VanEck Morningstar Wide Moat ETF made up 8.6% of Planned Solutions's portfolio in Q2 2026, its #3 holding.
  • Planned Solutions first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2020 and has held it in 23 quarters since.
  • Planned Solutions's VanEck Morningstar Wide Moat ETF position peaked at $30.2M in Q4 2025.
  • 118 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.