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

Plotkin 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
Q1 		$2.61M Sell
26,962
-415
-2% -$43K 1.31% 20
2025
Q4 		$2.84M Sell
27,377
-83,827
-75% -$8.56M 1.38% 19
2025
Q3 		$11M Sell
111,204
-4,292
-4% -$419K 5.45% 5
2025
Q2 		$10.8M Sell
115,496
-2,064
-2% -$181K 5.98% 4
2025
Q1 		$10.3M Buy
117,560
+2,079
+2% +$191K 6.36% 2
2024
Q4 		$10.7M Buy
115,481
+1,190
+1% +$115K 6.36% 2
2024
Q3 		$11.1M Buy
114,291
+2,967
+3% +$271K 6.63% 2
2024
Q2 		$9.64M Buy
111,324
+900
+0.8% +$78.2K 6.2% 3
2024
Q1 		$9.93M Buy
110,424
+30,252
+38% +$2.6M 6.58% 3
2023
Q4 		$6.8M Buy
80,172
+5,093
+7% +$396K 5.17% 3
2023
Q3 		$5.69M Buy
75,079
+11,674
+18% +$930K 5.01% 4
2023
Q2 		$5.06M Buy
63,405
+22,211
+54% +$1.67M 4.21% 8
2023
Q1 		$3.04M Buy
41,194
+7,537
+22% +$535K 2.83% 13
2022
Q4 		$2.18M Buy
33,657
+553
+2% +$35.9K 2.22% 17
2022
Q3 		$1.99M Buy
33,104
+3,960
+14% +$266K 2.01% 17
2022
Q2 		$1.86M Buy
29,144
+5,009
+21% +$344K 1.77% 17
2022
Q1 		$1.8M Buy
24,135
+12,758
+112% +$940K 1.26% 20
2021
Q4 		$866K Buy
+11,377
New +$862K 0.55% 31

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Plotkin Financial Advisors's MOAT Position: Q1 2026 in Review

Plotkin Financial Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.5% in Q1 2026, selling an estimated $43K and leaving 26,962 shares worth $2.61M. The position accounts for 1.31% of the portfolio, ranked #20.

Plotkin Financial Advisors first reported a position in MOAT in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.1M in Q3 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Plotkin Financial Advisors held 26,962 shares of VanEck Morningstar Wide Moat ETF worth $2.61M as of Q1 2026.
  • Plotkin Financial Advisors sold 415 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $43K.
  • VanEck Morningstar Wide Moat ETF made up 1.31% of Plotkin Financial Advisors's portfolio in Q1 2026, its #20 holding.
  • Plotkin Financial Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and has held it in 18 quarters since.
  • Plotkin Financial Advisors's VanEck Morningstar Wide Moat ETF position peaked at $11.1M in Q3 2024.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.