Simplex Trading’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Simplex Trading’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
2025 Q4	–	Sell	-1,189	Closed	-$117K	–	9482
2025 Q3	$117K	Buy	+1,189	New	+$116K	﹤0.01%	5561
2024 Q3	–	Sell	-676	Closed	-$58K	–	9155
2024 Q2	$58K	Buy	676 +385	+132%	+$33.5K	﹤0.01%	5934
2024 Q1	$26K	Buy	291 +254	+686%	+$21.8K	﹤0.01%	6876
2023 Q4	$3K	Buy	+37	New	+$2.87K	﹤0.01%	8111

Other funds holding MOAT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Simplex Trading's MOAT Position: Q4 2025 in Review

Simplex Trading sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2025, closing a stake of 1,189 shares — an estimated $117K sold.

Simplex Trading first reported a position in MOAT in Q4 2023 and held it in 4 quarters. The position peaked at $117K in Q3 2025. 724 funds tracked by Wall St. Rank hold MOAT as of Q4 2025.

Simplex Trading reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2025 after selling out during the quarter.
Simplex Trading sold 1,189 VanEck Morningstar Wide Moat ETF shares in Q4 2025, an estimated $117K.
Simplex Trading first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and held it in 4 quarters.
Simplex Trading's VanEck Morningstar Wide Moat ETF position peaked at $117K in Q3 2025.
724 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.