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

Regal Investment 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 Q1	$758K	Buy	7,834 +608	+8%	+$63K	0.04%	351
2025 Q4	$748K	Sell	7,226 -296	-4%	-$30.2K	0.04%	342
2025 Q3	$746K	Buy	7,522 +3,925	+109%	+$383K	0.05%	315
2025 Q2	$337K	Buy	3,597 +214	+6%	+$18.8K	0.03%	402
2025 Q1	$298K	Buy	3,383 +406	+14%	+$37.4K	0.02%	402
2024 Q4	$276K	Buy	2,977 +236	+9%	+$22.7K	0.02%	425
2024 Q3	$266K	Sell	2,741 -710	-21%	-$64.9K	0.02%	472
2024 Q2	$299K	Sell	3,451 -36	-1%	-$3.13K	0.02%	462
2024 Q1	$313K	Buy	+3,487	New	+$299K	0.02%	453
2015 Q4	–	Sell	-210	Closed	-$5K	–	648
2015 Q3	$5K	Buy	+210	New	+$6.29K	﹤0.01%	807

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Regal Investment Advisors's MOAT Position: Q1 2026 in Review

Regal Investment Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 8.4% in Q1 2026, buying an estimated $63K and bringing the position to 7,834 shares worth $758K. The position accounts for 0.04% of the portfolio, ranked #351.

Regal Investment Advisors first reported a position in MOAT in Q3 2015 and has held it in 10 quarters since. 720 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Regal Investment Advisors held 7,834 shares of VanEck Morningstar Wide Moat ETF worth $758K as of Q1 2026.
Regal Investment Advisors bought 608 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $63K.
VanEck Morningstar Wide Moat ETF made up 0.04% of Regal Investment Advisors's portfolio in Q1 2026, its #351 holding.
Regal Investment Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2015 and has held it in 10 quarters since.
720 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.