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 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 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

Principle Wealth Partners's MOAT Position: Q1 2026 in Review

Principle Wealth Partners held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2026 at 10,363 shares worth $1M. The position accounts for 0.06% of the portfolio, ranked #171.

Principle Wealth Partners first reported a position in MOAT in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.19M in Q3 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Principle Wealth Partners held 10,363 shares of VanEck Morningstar Wide Moat ETF worth $1M as of Q1 2026.
Principle Wealth Partners left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2026.
VanEck Morningstar Wide Moat ETF made up 0.06% of Principle Wealth Partners's portfolio in Q1 2026, its #171 holding.
Principle Wealth Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and has held it in 12 quarters since.
Principle Wealth Partners's VanEck Morningstar Wide Moat ETF position peaked at $1.19M in Q3 2024.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.