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Sound Income Strategies’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Sound Income Strategies’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 		– Sell
-918
Closed -$88.5K – 1649
2026
Q1 		$88.5K Buy
918
+339
+59% +$35.1K ﹤0.01% 645
2025
Q4 		$61.9K Buy
579
+157
+37% +$16K ﹤0.01% 720
2025
Q3 		$42.4K Hold
422
– – ﹤0.01% 589
2025
Q2 		$39.6K Sell
422
-112
-21% -$9.82K ﹤0.01% 578
2025
Q1 		$47K Hold
534
– – ﹤0.01% 517
2024
Q4 		$49.5K Hold
534
– – ﹤0.01% 463
2024
Q3 		$51.8K Hold
534
– – ﹤0.01% 438
2024
Q2 		$46.3K Buy
534
+70
+15% +$6.08K ﹤0.01% 454
2024
Q1 		$41.7K Sell
464
-339
-42% -$29.1K ﹤0.01% 442
2023
Q4 		$68.2K Buy
+803
New +$62.4K 0.01% 351
2023
Q2 		– Sell
-157
Closed -$11.6K – 1145
2023
Q1 		$11.6K Buy
+157
New +$11.1K ﹤0.01% 520
2019
Q2 		– Sell
-489
Closed -$23K – 725
2019
Q1 		$23K Hold
489
– – 0.01% 210
2018
Q4 		$20K Hold
489
– – 0.01% 233
2018
Q3 		$23K Hold
489
– – 0.01% 225
2018
Q2 		$21K Hold
489
– – 0.01% 210
2018
Q1 		$20K Buy
+489
New +$21.2K 0.01% 196

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return

Sound Income Strategies's MOAT Position: Q2 2026 in Review

Sound Income Strategies sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026, closing a stake of 918 shares — an estimated $88.5K sold.

Sound Income Strategies first reported a position in MOAT in Q1 2018 and held it in 16 quarters. The position peaked at $88.5K in Q1 2026. 611 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Sound Income Strategies reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 918 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $88.5K.
  • Sound Income Strategies first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2018 and held it in 16 quarters.
  • Sound Income Strategies's VanEck Morningstar Wide Moat ETF position peaked at $88.5K in Q1 2026.
  • 611 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.