Prime Capital Investment Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Prime Capital Investment 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 Q2	$223K	Hold	2,145	–	–	﹤0.01%	986
2026 Q1	$207K	Buy	2,145 +154	+8%	+$16K	﹤0.01%	971
2025 Q4	$206K	Buy	+1,991	New	+$203K	﹤0.01%	957
2025 Q2	–	Sell	-4,256	Closed	-$375K	–	1057
2025 Q1	$375K	Buy	+4,256	New	+$392K	﹤0.01%	762
2024 Q2	–	Sell	-2,670	Closed	-$240K	–	995
2024 Q1	$240K	Hold	2,670	–	–	﹤0.01%	854
2023 Q4	$227K	Hold	2,670	–	–	﹤0.01%	838
2023 Q3	$202K	Sell	2,670 -186	-7%	-$14.8K	﹤0.01%	684
2023 Q2	$228K	Buy	+2,856	New	+$215K	﹤0.01%	675

Other funds holding MOAT

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

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 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

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KLI

Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return

Prime Capital Investment Advisors's MOAT Position: Q2 2026 in Review

Prime Capital Investment Advisors held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 2,145 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Prime Capital Investment Advisors first reported a position in MOAT in Q2 2023 and has held it in 8 quarters since. The position peaked at $375K in Q1 2025. 578 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Prime Capital Investment Advisors held 2,145 shares of VanEck Morningstar Wide Moat ETF worth $223K as of Q2 2026.
Prime Capital Investment Advisors left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #986 holding.
Prime Capital Investment Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and has held it in 8 quarters since.
Prime Capital Investment Advisors's VanEck Morningstar Wide Moat ETF position peaked at $375K in Q1 2025.
578 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.