PWM
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Provident Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Provident Wealth Management’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 		$1.9M Sell
19,606
-813
-4% -$84.3K 0.57% 26
2025
Q4 		$2.11M Sell
20,419
-2,614
-11% -$267K 0.63% 24
2025
Q3 		$2.28M Sell
23,033
-371
-2% -$36.2K 0.69% 23
2025
Q2 		$2.2M Sell
23,404
-1,884
-7% -$165K 0.72% 22
2025
Q1 		$2.23M Sell
25,288
-8,708
-26% -$801K 0.77% 22
2024
Q4 		$3.15M Sell
33,996
-12,136
-26% -$1.17M 1.05% 17
2024
Q3 		$4.47M Sell
46,132
-21,271
-32% -$1.95M 1.53% 15
2024
Q2 		$5.84M Sell
67,403
-110,931
-62% -$9.64M 2.14% 8
2024
Q1 		$16M Sell
178,334
-5,300
-3% -$455K 6% 7
2023
Q4 		$15.6M Sell
183,634
-2,077
-1% -$161K 6.83% 6
2023
Q3 		$14.1M Sell
185,711
-3,523
-2% -$281K 6.85% 6
2023
Q2 		$15.1M Sell
189,234
-8,836
-4% -$665K 7.43% 6
2023
Q1 		$14.6M Sell
198,070
-373
-0.2% -$26.5K 7.48% 6
2022
Q4 		$12.9M Sell
198,443
-411
-0.2% -$26.7K 7.56% 5
2022
Q3 		$11.9M Buy
198,854
+21,736
+12% +$1.46M 7.22% 5
2022
Q2 		$11.3M Buy
177,118
+24,860
+16% +$1.71M 7.16% 6
2022
Q1 		$11.4M Buy
152,258
+793
+0.5% +$58.4K 6.9% 4
2021
Q4 		$11.5M Buy
151,465
+7,579
+5% +$574K 7.57% 4
2021
Q3 		$10.5M Buy
143,886
+2,659
+2% +$200K 7.99% 4
2021
Q2 		$10.5M Buy
141,227
+19,606
+16% +$1.43M 8.79% 4
2021
Q1 		$8.43M Buy
+121,621
New +$8.01M 9.33% 4

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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

Provident Wealth Management's MOAT Position: Q1 2026 in Review

Provident Wealth Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 4% in Q1 2026, selling an estimated $84.3K and leaving 19,606 shares worth $1.9M. The position accounts for 0.57% of the portfolio, ranked #26.

Provident Wealth Management first reported a position in MOAT in Q1 2021 and has held it in 21 quarters since. The position peaked at $16M in Q1 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Provident Wealth Management held 19,606 shares of VanEck Morningstar Wide Moat ETF worth $1.9M as of Q1 2026.
  • Provident Wealth Management sold 813 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $84.3K.
  • VanEck Morningstar Wide Moat ETF made up 0.57% of Provident Wealth Management's portfolio in Q1 2026, its #26 holding.
  • Provident Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2021 and has held it in 21 quarters since.
  • Provident Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $16M in Q1 2024.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Provident Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.