Roman Butler Fullerton & Co’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Roman Butler Fullerton & Co’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	$242K	Hold	2,271	–	–	0.06%	264
2026 Q1	$224K	Hold	2,271	–	–	0.06%	258
2025 Q4	$244K	Buy	2,271 +71	+3%	+$7.25K	0.06%	245
2025 Q3	$223K	Hold	2,200	–	–	0.06%	244
2025 Q2	$218K	Buy	+2,200	New	+$193K	0.06%	233

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

Roman Butler Fullerton & Co's MOAT Position: Q2 2026 in Review

Roman Butler Fullerton & Co held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 2,271 shares worth $242K. The position accounts for 0.06% of the portfolio, ranked #264.

Roman Butler Fullerton & Co first reported a position in MOAT in Q2 2025 and has held it in 5 quarters since. The position peaked at $244K in Q4 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Roman Butler Fullerton & Co held 2,271 shares of VanEck Morningstar Wide Moat ETF worth $242K as of Q2 2026.
Roman Butler Fullerton & Co left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.06% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #264 holding.
Roman Butler Fullerton & Co first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2025 and has held it in 5 quarters since.
Roman Butler Fullerton & Co's VanEck Morningstar Wide Moat ETF position peaked at $244K in Q4 2025.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.