Prosperity Capital Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Prosperity Capital Advisors’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	$1.62M	Sell	15,606 -2,648	-15%	-$268K	0.08%	148
2026 Q1	$1.77M	Sell	18,254 -553	-3%	-$57.3K	0.1%	128
2025 Q4	$1.95M	Sell	18,807 -435	-2%	-$44.4K	0.12%	118
2025 Q3	$1.91M	Sell	19,242 -34,626	-64%	-$3.38M	0.11%	127
2025 Q2	$5.05M	Buy	53,868 +50,782	+1,646%	+$4.45M	0.33%	65
2025 Q1	$271K	Buy	3,086 +906	+42%	+$83.4K	0.02%	311
2024 Q4	$202K	Buy	+2,180	New	+$210K	0.02%	333

Other funds holding MOAT

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

BFA

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AWG

Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Prosperity Capital Advisors's MOAT Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 15% in Q2 2026, selling an estimated $268K and leaving 15,606 shares worth $1.62M. The position accounts for 0.08% of the portfolio, ranked #148.

Prosperity Capital Advisors first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.05M in Q2 2025. 155 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Prosperity Capital Advisors held 15,606 shares of VanEck Morningstar Wide Moat ETF worth $1.62M as of Q2 2026.
Prosperity Capital Advisors sold 2,648 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $268K.
VanEck Morningstar Wide Moat ETF made up 0.08% of Prosperity Capital Advisors's portfolio in Q2 2026, its #148 holding.
Prosperity Capital Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
Prosperity Capital Advisors's VanEck Morningstar Wide Moat ETF position peaked at $5.05M in Q2 2025.
155 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.