Southland Equity Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Southland Equity Partners’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	$543K	Buy	5,220 +135	+3%	+$13.6K	0.1%	158
2026 Q1	$492K	Sell	5,085 -8	-0.2%	-$829	0.1%	151
2025 Q4	$527K	Sell	5,093 -98	-2%	-$10K	0.1%	138
2025 Q3	$514K	Sell	5,191 -176	-3%	-$17.2K	0.1%	137
2025 Q2	$503K	Sell	5,367 -6	-0.1%	-$526	0.11%	129
2025 Q1	$473K	Sell	5,373 -549	-9%	-$50.5K	0.11%	128
2024 Q4	$549K	Sell	5,922 -17	-0.3%	-$1.64K	0.13%	115
2024 Q3	$576K	Sell	5,939 -8	-0.1%	-$732	0.14%	105
2024 Q2	$515K	Sell	5,947 -4	-0.1%	-$348	0.15%	94
2024 Q1	$535K	Hold	5,951	–	–	0.15%	94
2023 Q4	$505K	Sell	5,951 -5,335	-47%	-$414K	0.16%	91
2023 Q3	$856K	Buy	11,286 +5,674	+101%	+$452K	0.29%	57
2023 Q2	$448K	Sell	5,612 -117	-2%	-$8.81K	0.15%	91
2023 Q1	$423K	Hold	5,729	–	–	0.17%	99
2022 Q4	$372K	Sell	5,729 -234	-4%	-$15.2K	0.14%	98
2022 Q3	$358K	Sell	5,963 -162	-3%	-$10.9K	0.18%	94
2022 Q2	$390K	Buy	6,125 +1,290	+27%	+$88.5K	0.18%	95
2022 Q1	$361K	Buy	+4,835	New	+$356K	0.15%	103

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

Southland Equity Partners's MOAT Position: Q2 2026 in Review

Southland Equity Partners increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2.7% in Q2 2026, buying an estimated $13.6K and bringing the position to 5,220 shares worth $543K. The position accounts for 0.1% of the portfolio, ranked #158.

Southland Equity Partners first reported a position in MOAT in Q1 2022 and has held it in 18 quarters since. The position peaked at $856K in Q3 2023. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Southland Equity Partners held 5,220 shares of VanEck Morningstar Wide Moat ETF worth $543K as of Q2 2026.
Southland Equity Partners bought 135 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $13.6K.
VanEck Morningstar Wide Moat ETF made up 0.1% of Southland Equity Partners's portfolio in Q2 2026, its #158 holding.
Southland Equity Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2022 and has held it in 18 quarters since.
Southland Equity Partners's VanEck Morningstar Wide Moat ETF position peaked at $856K in Q3 2023.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.