Strategic Wealth Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Strategic Wealth 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	$672K	Hold	6,464	–	–	0.04%	174
2026 Q1	$625K	Sell	6,464 -27	-0.4%	-$2.8K	0.04%	179
2025 Q4	$672K	Sell	6,491 -9,827	-60%	-$1M	0.05%	180
2025 Q3	$1.62M	Buy	16,318 +15,948	+4,310%	+$1.56M	0.12%	123
2025 Q2	$34.7K	Buy	+370	New	+$32.5K	﹤0.01%	559

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

Strategic Wealth Partners's MOAT Position: Q2 2026 in Review

Strategic Wealth Partners held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 6,464 shares worth $672K. The position accounts for 0.04% of the portfolio, ranked #174.

Strategic Wealth Partners first reported a position in MOAT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.62M in Q3 2025. 733 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Strategic Wealth Partners held 6,464 shares of VanEck Morningstar Wide Moat ETF worth $672K as of Q2 2026.
Strategic Wealth Partners left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.04% of Strategic Wealth Partners's portfolio in Q2 2026, its #174 holding.
Strategic Wealth Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2025 and has held it in 5 quarters since.
Strategic Wealth Partners's VanEck Morningstar Wide Moat ETF position peaked at $1.62M in Q3 2025.
733 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.