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

PSI 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 		$3.68M Sell
35,398
-8,971
-20% -$907K 0.85% 26
2026
Q1 		$4.29M Sell
44,369
-230
-0.5% -$23.8K 1.03% 21
2025
Q4 		$4.62M Buy
44,599
+422
+1% +$43.1K 1.16% 20
2025
Q3 		$4.38M Sell
44,177
-40,355
-48% -$3.94M 1.13% 21
2025
Q2 		$7.93M Buy
84,532
+44,031
+109% +$3.86M 3.89% 6
2025
Q1 		$3.56M Sell
40,501
-4,619
-10% -$425K 1.16% 21
2024
Q4 		$4.18M Buy
45,120
+4,855
+12% +$468K 1.24% 21
2024
Q3 		$3.9M Buy
40,265
+3,782
+10% +$346K 1.14% 22
2024
Q2 		$3.16M Buy
36,483
+25,177
+223% +$2.19M 1% 23
2024
Q1 		$1.02M Buy
11,306
+3,476
+44% +$298K 0.37% 49
2023
Q4 		$664K Buy
7,830
+498
+7% +$38.7K 0.25% 72
2023
Q3 		$556K Buy
7,332
+100
+1% +$7.96K 0.24% 71
2023
Q2 		$577K Sell
7,232
-43
-0.6% -$3.24K 0.25% 67
2023
Q1 		$537K Buy
7,275
+24
+0.3% +$1.7K 0.26% 65
2022
Q4 		$471K Buy
7,251
+65
+0.9% +$4.22K 0.25% 67
2022
Q3 		$431K Buy
7,186
+105
+1% +$7.06K 0.23% 79
2022
Q2 		$451K Buy
7,081
+403
+6% +$27.7K 0.22% 81
2022
Q1 		$499K Buy
6,678
+1,545
+30% +$114K 0.21% 91
2021
Q4 		$391K Buy
5,133
+652
+15% +$49.4K 0.16% 107
2021
Q3 		$328K Buy
4,481
+196
+5% +$14.8K 0.15% 108
2021
Q2 		$317K Buy
4,285
+70
+2% +$5.1K 0.17% 108
2021
Q1 		$292K Buy
4,215
+340
+9% +$22.4K 0.17% 106
2020
Q4 		$240K Buy
+3,875
New +$228K 0.17% 110
2020
Q1 		– Sell
-4,073
Closed -$223K – 397
2019
Q4 		$223K Buy
+4,073
New +$216K 0.14% 121

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

PSI Advisors's MOAT Position: Q2 2026 in Review

PSI Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 20% in Q2 2026, selling an estimated $907K and leaving 35,398 shares worth $3.68M. The position accounts for 0.85% of the portfolio, ranked #26.

PSI Advisors first reported a position in MOAT in Q4 2019 and has held it in 24 quarters since. The position peaked at $7.93M in Q2 2025. 733 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • PSI Advisors held 35,398 shares of VanEck Morningstar Wide Moat ETF worth $3.68M as of Q2 2026.
  • PSI Advisors sold 8,971 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $907K.
  • VanEck Morningstar Wide Moat ETF made up 0.85% of PSI Advisors's portfolio in Q2 2026, its #26 holding.
  • PSI Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and has held it in 24 quarters since.
  • PSI Advisors's VanEck Morningstar Wide Moat ETF position peaked at $7.93M in Q2 2025.
  • 733 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.