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

Sagespring 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	$582K	Buy	6,020 +2,423	+67%	+$251K	0.01%	459
2025 Q4	$372K	Buy	3,597 +117	+3%	+$11.9K	0.01%	559
2025 Q3	$345K	Sell	3,480 -18	-0.5%	-$1.76K	0.01%	557
2025 Q2	$328K	Sell	3,498 -1,035	-23%	-$90.8K	0.01%	550
2025 Q1	$399K	Sell	4,533 -1,745	-28%	-$161K	0.01%	443
2024 Q4	$582K	Buy	+6,278	New	+$605K	0.02%	314

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

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

Sagespring Wealth Partners increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 67% in Q1 2026, buying an estimated $251K and bringing the position to 6,020 shares worth $582K. The position accounts for 0.01% of the portfolio, ranked #459.

Sagespring Wealth Partners first reported a position in MOAT in Q4 2024 and has held it in 6 quarters since. 720 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Sagespring Wealth Partners held 6,020 shares of VanEck Morningstar Wide Moat ETF worth $582K as of Q1 2026.
Sagespring Wealth Partners bought 2,423 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $251K.
VanEck Morningstar Wide Moat ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #459 holding.
Sagespring Wealth Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 6 quarters since.
720 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.