SPC
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Sigma Planning Corp’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Sigma Planning Corp’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 		$6.97M Sell
72,054
-4,343
-6% -$450K 0.19% 102
2025
Q4 		$7.91M Sell
76,397
-21,303
-22% -$2.18M 0.22% 86
2025
Q3 		$9.68M Sell
97,700
-19,998
-17% -$1.95M 0.28% 62
2025
Q2 		$11M Sell
117,698
-68,222
-37% -$5.98M 0.33% 50
2025
Q1 		$16.4M Sell
185,920
-15,554
-8% -$1.43M 0.52% 29
2024
Q4 		$18.7M Buy
201,474
+2,866
+1% +$276K 0.59% 23
2024
Q3 		$19.3M Sell
198,608
-11,785
-6% -$1.08M 0.59% 22
2024
Q2 		$18.2M Sell
210,393
-32,163
-13% -$2.79M 0.58% 21
2024
Q1 		$21.8M Buy
242,556
+120,020
+98% +$10.3M 0.69% 20
2023
Q4 		$10.4M Sell
122,536
-117,831
-49% -$9.15M 0.81% 17
2023
Q3 		$18.2M Buy
240,367
+48,875
+26% +$3.89M 0.68% 20
2023
Q2 		$15.3M Buy
191,492
+81,440
+74% +$6.13M 0.55% 27
2023
Q1 		$8.13M Sell
110,052
-8,572
-7% -$608K 0.27% 74
2022
Q4 		$7.7M Sell
118,624
-1,580
-1% -$102K 0.28% 77
2022
Q3 		$7.21M Buy
120,204
+19,825
+20% +$1.33M 0.27% 76
2022
Q2 		$6.4M Buy
100,379
+19,025
+23% +$1.31M 0.22% 97
2022
Q1 		$6.08M Sell
81,354
-823
-1% -$60.6K 0.18% 111
2021
Q4 		$6.25M Buy
82,177
+4,079
+5% +$309K 0.17% 115
2021
Q3 		$5.72M Buy
78,098
+4,642
+6% +$349K 0.17% 119
2021
Q2 		$5.44M Buy
73,456
+6,112
+9% +$445K 0.16% 135
2021
Q1 		$4.67M Sell
67,344
-526
-0.8% -$34.7K 0.15% 163
2020
Q4 		$4.21M Sell
67,870
-1,398
-2% -$82.3K 0.14% 158
2020
Q3 		$3.78M Sell
69,268
-20,731
-23% -$1.13M 0.15% 153
2020
Q2 		$4.7M Sell
89,999
-397
-0.4% -$19.8K 0.21% 103
2020
Q1 		$3.95M Sell
90,396
-60,359
-40% -$3.1M 0.23% 87
2019
Q4 		$8.26M Buy
150,755
+43,543
+41% +$2.3M 0.35% 46
2019
Q3 		$5.38M Buy
107,212
+90
+0.1% +$4.41K 0.26% 81
2019
Q2 		$5.14M Buy
107,122
+2,963
+3% +$140K 0.27% 81
2019
Q1 		$4.86M Buy
104,159
+15,419
+17% +$697K 0.28% 83
2018
Q4 		$3.65M Buy
88,740
+4,860
+6% +$216K 0.27% 88
2018
Q3 		$3.92M Buy
83,880
+7,159
+9% +$327K 0.23% 96
2018
Q2 		$3.34M Buy
76,721
+1,707
+2% +$72.7K 0.22% 97
2018
Q1 		$3.11M Buy
75,014
+3,106
+4% +$135K 0.23% 107
2017
Q4 		$3.05M Buy
71,908
+6,204
+9% +$256K 0.24% 101
2017
Q3 		$2.65M Buy
65,704
+8,146
+14% +$322K 0.22% 107
2017
Q2 		$2.28M Buy
57,558
+574
+1% +$22K 0.21% 118
2017
Q1 		$2.14M Buy
56,984
+915
+2% +$33.7K 0.21% 123
2016
Q4 		$1.95M Buy
56,069
+1,862
+3% +$64.1K 0.21% 114
2016
Q3 		$1.85M Sell
54,207
-3,305
-6% -$113K 0.22% 107
2016
Q2 		$1.87M Buy
57,512
+17,795
+45% +$573K 0.24% 95
2016
Q1 		$1.22M Sell
39,717
-6,835
-15% -$195K 0.17% 141
2015
Q4 		$1.35M Buy
46,552
+1,553
+3% +$46.2K 0.19% 124
2015
Q3 		$1.26M Sell
44,999
-7,842
-15% -$235K 0.2% 117
2015
Q2 		$1.62M Sell
52,841
-6,803
-11% -$213K 0.22% 108
2015
Q1 		$1.81M Sell
59,644
-266
-0.4% -$8.04K 0.24% 98
2014
Q4 		$1.86M Buy
+59,910
New +$1.88M 0.25% 104

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 $6.18B AUM 18.43% 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 $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sigma Planning Corp's MOAT Position: Q1 2026 in Review

Sigma Planning Corp reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.7% in Q1 2026, selling an estimated $450K and leaving 72,054 shares worth $6.97M. The position accounts for 0.19% of the portfolio, ranked #102.

Sigma Planning Corp first reported a position in MOAT in Q4 2014 and has held it in 46 quarters since. The position peaked at $21.8M in Q1 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Sigma Planning Corp held 72,054 shares of VanEck Morningstar Wide Moat ETF worth $6.97M as of Q1 2026.
  • Sigma Planning Corp sold 4,343 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $450K.
  • VanEck Morningstar Wide Moat ETF made up 0.19% of Sigma Planning Corp's portfolio in Q1 2026, its #102 holding.
  • Sigma Planning Corp first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2014 and has held it in 46 quarters since.
  • Sigma Planning Corp's VanEck Morningstar Wide Moat ETF position peaked at $21.8M in Q1 2024.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.