SNS Financial Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

SNS Financial Group’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	$1.75M	Buy	+16,875	New	+$1.71M	0.03%	237

Other funds holding MOAT

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

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 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

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KLI

Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return

SNS Financial Group's MOAT Position: Q2 2026 in Review

SNS Financial Group opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026: 16,875 shares worth $1.75M. The stake represents 0.03% of the portfolio and ranks #237 among its holdings.

543 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

SNS Financial Group held 16,875 shares of VanEck Morningstar Wide Moat ETF worth $1.75M as of Q2 2026.
VanEck Morningstar Wide Moat ETF was a new SNS Financial Group position in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.03% of SNS Financial Group's portfolio in Q2 2026, its #237 holding.
543 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.