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

Sovereign 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	$281K	Sell	2,703 -663	-20%	-$67K	0.04%	308
2026 Q1	$325K	Hold	3,366	–	–	0.06%	270
2025 Q4	$349K	Sell	3,366 -8	-0.2%	-$817	0.06%	245
2025 Q3	$334K	Sell	3,374 -5,285	-61%	-$516K	0.06%	242
2025 Q2	$812K	Sell	8,659 -471	-5%	-$41.3K	0.17%	116
2025 Q1	$803K	Buy	9,130 +723	+9%	+$66.5K	0.19%	105
2024 Q4	$780K	Buy	8,407 +247	+3%	+$23.8K	0.18%	114
2024 Q3	$791K	Sell	8,160 -257	-3%	-$23.5K	0.18%	108
2024 Q2	$729K	Buy	8,417 +1,220	+17%	+$106K	0.18%	112
2024 Q1	$647K	Buy	7,197 +1,935	+37%	+$166K	0.17%	120
2023 Q4	$447K	Buy	+5,262	New	+$409K	0.14%	149

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

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

Sovereign Financial Group reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 20% in Q2 2026, selling an estimated $67K and leaving 2,703 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #308.

Sovereign Financial Group first reported a position in MOAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $812K in Q2 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Sovereign Financial Group held 2,703 shares of VanEck Morningstar Wide Moat ETF worth $281K as of Q2 2026.
Sovereign Financial Group sold 663 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $67K.
VanEck Morningstar Wide Moat ETF made up 0.04% of Sovereign Financial Group's portfolio in Q2 2026, its #308 holding.
Sovereign Financial Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 11 quarters since.
Sovereign Financial Group's VanEck Morningstar Wide Moat ETF position peaked at $812K in Q2 2025.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.