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Prospera Financial Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Prospera Financial Services’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 		$20M Sell
192,356
-13,445
-7% -$1.36M 0.29% 72
2026
Q1 		$19.9M Buy
205,801
+2,308
+1% +$239K 0.32% 60
2025
Q4 		$21.1M Sell
203,493
-3,854
-2% -$394K 0.35% 59
2025
Q3 		$20.6M Sell
207,347
-15,992
-7% -$1.56M 0.35% 57
2025
Q2 		$20.9M Sell
223,339
-559
-0.2% -$49K 0.39% 49
2025
Q1 		$19.7M Sell
223,898
-4,155
-2% -$382K 0.45% 45
2024
Q4 		$21.1M Sell
228,053
-2,978
-1% -$287K 0.49% 37
2024
Q3 		$22.4M Buy
231,031
+1,627
+0.7% +$149K 0.57% 33
2024
Q2 		$19.9M Buy
229,404
+2,097
+0.9% +$182K 0.55% 34
2024
Q1 		$20.4M Buy
227,307
+40,942
+22% +$3.51M 0.61% 27
2023
Q4 		$15.8M Buy
186,365
+40,004
+27% +$3.11M 0.52% 35
2023
Q3 		$11.1M Buy
146,361
+47,756
+48% +$3.8M 0.43% 45
2023
Q2 		$7.87M Buy
98,605
+6,916
+8% +$521K 0.3% 72
2023
Q1 		$6.77M Sell
91,689
-17,640
-16% -$1.25M 0.28% 89
2022
Q4 		$7.1M Buy
109,329
+48,505
+80% +$3.15M 0.36% 68
2022
Q3 		$3.65M Sell
60,824
-11,239
-16% -$756K 0.19% 130
2022
Q2 		$4.59M Buy
72,063
+21,359
+42% +$1.47M 0.23% 94
2022
Q1 		$3.79M Buy
50,704
+46,638
+1,147% +$3.44M 0.16% 152
2021
Q4 		$310K Buy
4,066
+966
+31% +$73.2K 0.01% 699
2021
Q3 		$227K Hold
3,100
– – 0.01% 734
2021
Q2 		$230K Buy
+3,100
New +$226K 0.01% 731

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Prospera Financial Services's MOAT Position: Q2 2026 in Review

Prospera Financial Services reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 6.5% in Q2 2026, selling an estimated $1.36M and leaving 192,356 shares worth $20M. The position accounts for 0.29% of the portfolio, ranked #72.

Prospera Financial Services first reported a position in MOAT in Q2 2021 and has held it in 21 quarters since. The position peaked at $22.4M in Q3 2024. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Prospera Financial Services held 192,356 shares of VanEck Morningstar Wide Moat ETF worth $20M as of Q2 2026.
  • Prospera Financial Services sold 13,445 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $1.36M.
  • VanEck Morningstar Wide Moat ETF made up 0.29% of Prospera Financial Services's portfolio in Q2 2026, its #72 holding.
  • Prospera Financial Services first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2021 and has held it in 21 quarters since.
  • Prospera Financial Services's VanEck Morningstar Wide Moat ETF position peaked at $22.4M in Q3 2024.
  • 730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.