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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $871M AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Strategic Wealth Partners's MOAT Position: Q1 2026 in Review

Strategic Wealth Partners reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.42% in Q1 2026, selling an estimated $2.8K and leaving 6,464 shares worth $625K. The position accounts for 0.04% of the portfolio, ranked #179.

Strategic Wealth Partners first reported a position in MOAT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.62M in Q3 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Strategic Wealth Partners held 6,464 shares of VanEck Morningstar Wide Moat ETF worth $625K as of Q1 2026.
  • Strategic Wealth Partners sold 27 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $2.8K.
  • VanEck Morningstar Wide Moat ETF made up 0.04% of Strategic Wealth Partners's portfolio in Q1 2026, its #179 holding.
  • Strategic Wealth Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's VanEck Morningstar Wide Moat ETF position peaked at $1.62M in Q3 2025.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.