Principle Wealth Partners
MOAT icon

Principle Wealth Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Principle Wealth Partners’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
Q3 		$1.17M Buy
11,023
+895
+9% +$97.9K 0.06% 176
2026
Q2 		$1.05M Sell
10,128
-235
-2% -$23.8K 0.05% 181
2026
Q1 		$1M Hold
10,363
– – 0.06% 171
2025
Q4 		$1.07M Buy
10,363
+69
+0.7% +$7.05K 0.06% 165
2025
Q3 		$1.02M Hold
10,294
– – 0.06% 160
2025
Q2 		$966K Sell
10,294
-200
-2% -$17.5K 0.06% 164
2025
Q1 		$923K Sell
10,494
-910
-8% -$83.7K 0.07% 163
2024
Q4 		$1.06M Sell
11,404
-835
-7% -$80.4K 0.07% 148
2024
Q3 		$1.19M Sell
12,239
-389
-3% -$35.6K 0.08% 146
2024
Q2 		$1.09M Sell
12,628
-360
-3% -$31.3K 0.08% 148
2024
Q1 		$1.17M Sell
12,988
-84
-0.6% -$7.21K 0.09% 144
2023
Q4 		$1.11M Buy
13,072
+1,738
+15% +$135K 0.1% 147
2023
Q3 		$860K Buy
11,334
+2,631
+30% +$210K 0.09% 157
2023
Q2 		$694K Buy
+8,703
New +$655K 0.07% 171

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Boulay Financial Advisors
Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Southern Farm Bureau Life Insurance
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Verde Capital Management
Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

Principle Wealth Partners's MOAT Position: Q3 2026 in Review

Principle Wealth Partners increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 8.8% in Q3 2026, buying an estimated $97.9K and bringing the position to 11,023 shares worth $1.17M. The position accounts for 0.06% of the portfolio, ranked #176.

Principle Wealth Partners first reported a position in MOAT in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.19M in Q3 2024. 638 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

  • Principle Wealth Partners held 11,023 shares of VanEck Morningstar Wide Moat ETF worth $1.17M as of Q3 2026.
  • Principle Wealth Partners bought 895 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $97.9K.
  • VanEck Morningstar Wide Moat ETF made up 0.06% of Principle Wealth Partners's portfolio in Q3 2026, its #176 holding.
  • Principle Wealth Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and has held it in 14 quarters since.
  • Principle Wealth Partners's VanEck Morningstar Wide Moat ETF position peaked at $1.19M in Q3 2024.
  • 638 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Principle Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.