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

Resurgent Financial 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	$596K	Sell	5,729 -301	-5%	-$30.4K	0.17%	135
2026 Q1	$583K	Hold	6,030	–	–	0.21%	118
2025 Q4	$625K	Sell	6,030 -31	-0.5%	-$3.17K	0.31%	95
2025 Q3	$601K	Sell	6,061 -694	-10%	-$67.7K	0.29%	102
2025 Q2	$634K	Sell	6,755 -1,176	-15%	-$103K	0.35%	79
2025 Q1	$698K	Sell	7,931 -584	-7%	-$53.7K	0.42%	67
2024 Q4	$790K	Sell	8,515 -874	-9%	-$84.2K	0.46%	61
2024 Q3	$910K	Buy	9,389 +60	+0.6%	+$5.49K	0.53%	51
2024 Q2	$808K	Sell	9,329 -9,329	-50%	-$811K	0.5%	54
2024 Q1	$1.68M	Buy	18,658 +9,499	+104%	+$815K	0.89%	29
2023 Q4	$777K	Sell	9,159 -1,406	-13%	-$109K	0.48%	52
2023 Q3	$801K	Sell	10,565 -300	-3%	-$23.9K	0.55%	41
2023 Q2	$867K	Buy	10,865 +990	+10%	+$74.5K	0.57%	41
2023 Q1	$729K	Buy	9,875 +708	+8%	+$50.3K	0.49%	52
2022 Q4	$595K	Buy	9,167 +5,527	+152%	+$358K	0.31%	77
2022 Q3	$218K	Buy	+3,640	New	+$245K	0.15%	175

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Resurgent Financial Advisors's MOAT Position: Q2 2026 in Review

Resurgent Financial Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5% in Q2 2026, selling an estimated $30.4K and leaving 5,729 shares worth $596K. The position accounts for 0.17% of the portfolio, ranked #135.

Resurgent Financial Advisors first reported a position in MOAT in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.68M in Q1 2024. 734 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Resurgent Financial Advisors held 5,729 shares of VanEck Morningstar Wide Moat ETF worth $596K as of Q2 2026.
Resurgent Financial Advisors sold 301 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $30.4K.
VanEck Morningstar Wide Moat ETF made up 0.17% of Resurgent Financial Advisors's portfolio in Q2 2026, its #135 holding.
Resurgent Financial Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2022 and has held it in 16 quarters since.
Resurgent Financial Advisors's VanEck Morningstar Wide Moat ETF position peaked at $1.68M in Q1 2024.
734 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.