Principal Securities’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Principal Securities’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	$4.18M	Buy	43,185 +2,709	+7%	+$281K	0.06%	302
2025 Q4	$4.19M	Sell	40,476 -1,142	-3%	-$117K	0.06%	285
2025 Q3	$4.12M	Sell	41,618 -535	-1%	-$52.2K	0.07%	266
2025 Q2	$3.95M	Buy	42,153 +16,296	+63%	+$1.43M	0.07%	257
2025 Q1	$2.4M	Hold	25,857	–	–	0.05%	308
2024 Q4	$2.4M	Buy	25,857 +3,911	+18%	+$377K	0.05%	307
2024 Q3	$2.13M	Buy	21,946 +1,220	+6%	+$112K	0.05%	324
2024 Q2	$1.8M	Buy	20,726 +1,825	+10%	+$159K	0.05%	323
2024 Q1	$1.7M	Buy	18,901 +1,820	+11%	+$156K	0.05%	313
2023 Q4	$1.45M	Buy	+17,081	New	+$1.33M	0.05%	317

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

Principal Securities's MOAT Position: Q1 2026 in Review

Principal Securities increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 6.7% in Q1 2026, buying an estimated $281K and bringing the position to 43,185 shares worth $4.18M. The position accounts for 0.06% of the portfolio, ranked #302.

Principal Securities first reported a position in MOAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.19M in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Principal Securities held 43,185 shares of VanEck Morningstar Wide Moat ETF worth $4.18M as of Q1 2026.
Principal Securities bought 2,709 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $281K.
VanEck Morningstar Wide Moat ETF made up 0.06% of Principal Securities's portfolio in Q1 2026, its #302 holding.
Principal Securities first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's VanEck Morningstar Wide Moat ETF position peaked at $4.19M in Q4 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.