SFS
MOAT icon

Sowell Financial Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Sowell Financial Services’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 		$265K Sell
2,554
-77
-3% -$7.78K 0.01% 927
2026
Q1 		$254K Sell
2,631
-7
-0.3% -$726 0.01% 900
2025
Q4 		$273K Buy
2,638
+48
+2% +$4.9K 0.01% 866
2025
Q3 		$257K Sell
2,590
-178
-6% -$17.4K 0.01% 877
2025
Q2 		$260K Sell
2,768
-74
-3% -$6.49K 0.01% 857
2025
Q1 		$250K Buy
+2,842
New +$262K 0.01% 844
2023
Q2 		– Sell
-3,354
Closed -$248K – 723
2023
Q1 		$248K Buy
+3,354
New +$238K 0.02% 627
2022
Q3 		– Sell
-147,306
Closed -$5.75M – 440
2022
Q2 		$5.75M Buy
+147,306
New +$10.1M 0.53% 39
2021
Q2 		– Sell
-61,641
Closed -$4.49M – 1877
2021
Q1 		$4.49M Buy
61,641
+20,425
+50% +$1.35M 0.16% 129
2020
Q4 		$2.56M Buy
41,216
+8,726
+27% +$514K 0.11% 169
2020
Q3 		$1.77M Buy
32,490
+5,554
+21% +$304K 0.09% 198
2020
Q2 		$1.41M Sell
26,936
-8,397
-24% -$418K 0.08% 218
2020
Q1 		$1.54M Sell
35,333
-13,187
-27% -$678K 0.11% 187
2019
Q4 		$2.66M Buy
48,520
+32,731
+207% +$1.73M 0.2% 107
2019
Q3 		$792K Buy
+15,789
New +$774K 0.07% 299

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Sowell Financial Services's MOAT Position: Q2 2026 in Review

Sowell Financial Services reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2.9% in Q2 2026, selling an estimated $7.78K and leaving 2,554 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #927.

Sowell Financial Services first reported a position in MOAT in Q3 2019 and has held it in 15 quarters since. The position peaked at $5.75M in Q2 2022. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Sowell Financial Services held 2,554 shares of VanEck Morningstar Wide Moat ETF worth $265K as of Q2 2026.
  • Sowell Financial Services sold 77 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $7.78K.
  • VanEck Morningstar Wide Moat ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #927 holding.
  • Sowell Financial Services first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2019 and has held it in 15 quarters since.
  • Sowell Financial Services's VanEck Morningstar Wide Moat ETF position peaked at $5.75M in Q2 2022.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.