PWP
MOAT icon

Pursue Wealth Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Pursue Wealth 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 		$8.51M Sell
87,987
-397
-0.4% -$41.2K 5.08% 3
2025
Q4 		$9.15M Buy
88,384
+416
+0.5% +$42.5K 4.45% 4
2025
Q3 		$8.72M Sell
87,968
-1,748
-2% -$171K 4.79% 3
2025
Q2 		$8.41M Sell
89,716
-749
-0.8% -$65.7K 4.78% 4
2025
Q1 		$7.96M Sell
90,465
-105
-0.1% -$9.66K 4.85% 3
2024
Q4 		$8.4M Sell
90,570
-45
-0% -$4.33K 4.81% 3
2024
Q3 		$8.79M Sell
90,615
-1,747
-2% -$160K 4.8% 2
2024
Q2 		$8M Buy
92,362
+4,350
+5% +$378K 4.36% 4
2024
Q1 		$7.91M Buy
88,012
+11,280
+15% +$968K 4.66% 5
2023
Q4 		$6.51M Buy
76,732
+3,815
+5% +$296K 4.21% 7
2023
Q3 		$5.53M Buy
72,917
+4,400
+6% +$350K 3.92% 4
2023
Q2 		$5.47M Buy
68,517
+2,961
+5% +$223K 3.43% 5
2023
Q1 		$4.84M Buy
65,556
+1,000
+2% +$71K 3.31% 4
2022
Q4 		$4.19M Sell
64,556
-10,139
-14% -$658K 3.24% 4
2022
Q3 		$4.48M Buy
74,695
+9,090
+14% +$611K 3.22% 6
2022
Q2 		$4.18M Hold
65,605
– – 2.66% 6
2022
Q1 		$4.87M Hold
65,605
– – 2.01% 14
2021
Q4 		$4.99M Buy
+65,605
New +$4.97M 1.93% 13

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 $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Pursue Wealth Partners's MOAT Position: Q1 2026 in Review

Pursue Wealth Partners reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.45% in Q1 2026, selling an estimated $41.2K and leaving 87,987 shares worth $8.51M. The position accounts for 5.08% of the portfolio, ranked #3.

Pursue Wealth Partners first reported a position in MOAT in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.15M in Q4 2025. 720 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Pursue Wealth Partners held 87,987 shares of VanEck Morningstar Wide Moat ETF worth $8.51M as of Q1 2026.
  • Pursue Wealth Partners sold 397 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $41.2K.
  • VanEck Morningstar Wide Moat ETF made up 5.08% of Pursue Wealth Partners's portfolio in Q1 2026, its #3 holding.
  • Pursue Wealth Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and has held it in 18 quarters since.
  • Pursue Wealth Partners's VanEck Morningstar Wide Moat ETF position peaked at $9.15M in Q4 2025.
  • 720 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Pursue Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.