Signal Advisors Wealth’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Signal Advisors Wealth’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	$357K	Sell	3,438 -8,856	-72%	-$895K	0.02%	487
2026 Q1	$1.19M	Buy	+12,294	New	+$1.27M	0.08%	211
2025 Q3	–	Sell	-250,011	Closed	-$23.4M	–	515
2025 Q2	$23.4M	Sell	250,011 -37,912	-13%	-$3.33M	1.83%	8
2025 Q1	$25.3M	Buy	287,923 +88,405	+44%	+$8.14M	2.48%	4
2024 Q4	$18.5M	Buy	199,518 +44,570	+29%	+$4.29M	2.09%	4
2024 Q3	$15M	Buy	154,948 +152,097	+5,335%	+$13.9M	2.15%	6
2024 Q2	$247K	Sell	2,851 -54,732	-95%	-$4.76M	0.54%	57
2024 Q1	$5.18M	Buy	57,583 +8,768	+18%	+$752K	1.28%	16
2023 Q4	$4.13M	Buy	+48,815	New	+$3.79M	1.43%	14

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

Signal Advisors Wealth's MOAT Position: Q2 2026 in Review

Signal Advisors Wealth reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 72% in Q2 2026, selling an estimated $895K and leaving 3,438 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #487.

Signal Advisors Wealth first reported a position in MOAT in Q4 2023 and has held it in 9 quarters since. The position peaked at $25.3M in Q1 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Signal Advisors Wealth held 3,438 shares of VanEck Morningstar Wide Moat ETF worth $357K as of Q2 2026.
Signal Advisors Wealth sold 8,856 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $895K.
VanEck Morningstar Wide Moat ETF made up 0.02% of Signal Advisors Wealth's portfolio in Q2 2026, its #487 holding.
Signal Advisors Wealth first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 9 quarters since.
Signal Advisors Wealth's VanEck Morningstar Wide Moat ETF position peaked at $25.3M in Q1 2025.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.