Stratos Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Stratos Wealth Advisors’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	$2.17M	Sell	22,407 -454	-2%	-$47.1K	0.13%	157
2025 Q4	$2.37M	Sell	22,861 -1,826	-7%	-$186K	0.11%	194
2025 Q3	$2.45M	Buy	24,687 +607	+3%	+$59.2K	0.12%	183
2025 Q2	$2.26M	Sell	24,080 -567	-2%	-$49.7K	0.12%	182
2025 Q1	$2.17M	Sell	24,647 -188	-0.8%	-$17.3K	0.12%	164
2024 Q4	$2.3M	Buy	24,835 +225	+0.9%	+$21.7K	0.11%	188
2024 Q3	$2.39M	Buy	24,610 +885	+4%	+$80.9K	0.11%	198
2024 Q2	$2.05M	Buy	23,725 +20,977	+763%	+$1.82M	0.1%	205
2024 Q1	$247K	Hold	2,748	–	–	0.01%	586
2023 Q4	$233K	Sell	2,748 -93	-3%	-$7.22K	0.01%	614
2023 Q3	$215K	Buy	+2,841	New	+$226K	0.01%	607
2020 Q2	–	Sell	-125	Closed	-$5K	–	339
2020 Q1	$5K	Buy	+125	New	+$6.43K	﹤0.01%	258

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stratos Wealth Advisors's MOAT Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2% in Q1 2026, selling an estimated $47.1K and leaving 22,407 shares worth $2.17M. The position accounts for 0.13% of the portfolio, ranked #157.

Stratos Wealth Advisors first reported a position in MOAT in Q1 2020 and has held it in 12 quarters since. The position peaked at $2.45M in Q3 2025. 720 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Stratos Wealth Advisors held 22,407 shares of VanEck Morningstar Wide Moat ETF worth $2.17M as of Q1 2026.
Stratos Wealth Advisors sold 454 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $47.1K.
VanEck Morningstar Wide Moat ETF made up 0.13% of Stratos Wealth Advisors's portfolio in Q1 2026, its #157 holding.
Stratos Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2020 and has held it in 12 quarters since.
Stratos Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $2.45M in Q3 2025.
720 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.