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Proficio Capital Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Proficio Capital 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 		$213K Hold
2,200
– – 0.01% 236
2025
Q4 		$228K Buy
+2,200
New +$225K 0.02% 220

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Raymond James Financial
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MFIM
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BFA
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Wells Fargo
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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

Proficio Capital Partners's MOAT Position: Q1 2026 in Review

Proficio Capital Partners held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2026 at 2,200 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #236.

Proficio Capital Partners first reported a position in MOAT in Q4 2025 and has held it in 2 quarters since. The position peaked at $228K in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Proficio Capital Partners held 2,200 shares of VanEck Morningstar Wide Moat ETF worth $213K as of Q1 2026.
  • Proficio Capital Partners left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2026.
  • VanEck Morningstar Wide Moat ETF made up 0.01% of Proficio Capital Partners's portfolio in Q1 2026, its #236 holding.
  • Proficio Capital Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and has held it in 2 quarters since.
  • Proficio Capital Partners's VanEck Morningstar Wide Moat ETF position peaked at $228K in Q4 2025.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.