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

Stratos 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 		$2.01M Sell
20,736
-635
-3% -$65.8K 0.02% 569
2025
Q4 		$2.21M Buy
21,371
+3,177
+17% +$324K 0.03% 519
2025
Q3 		$1.8M Sell
18,194
-2,899
-14% -$283K 0.02% 564
2025
Q2 		$1.98M Sell
21,093
-13,653
-39% -$1.2M 0.03% 498
2025
Q1 		$3.06M Sell
34,746
-19,962
-36% -$1.84M 0.05% 349
2024
Q4 		$5.07M Sell
54,708
-194,923
-78% -$18.8M 0.07% 269
2024
Q3 		$24.2M Buy
249,631
+521
+0.2% +$47.6K 0.35% 53
2024
Q2 		$21.6M Buy
249,110
+10,401
+4% +$904K 0.35% 51
2024
Q1 		$21.5M Buy
238,709
+45,916
+24% +$3.94M 0.36% 47
2023
Q4 		$16.4M Buy
192,793
+18,770
+11% +$1.46M 0.31% 60
2023
Q3 		$13.2M Buy
174,023
+19,845
+13% +$1.58M 0.28% 66
2023
Q2 		$12.3M Buy
154,178
+118,789
+336% +$8.94M 0.28% 72
2023
Q1 		$2.61M Sell
35,389
-63,698
-64% -$4.52M 0.07% 264
2022
Q4 		$6.43M Buy
99,087
+38,742
+64% +$2.51M 0.16% 142
2022
Q3 		$3.62M Buy
60,345
+30,211
+100% +$2.03M 0.1% 204
2022
Q2 		$1.92M Buy
30,134
+22,314
+285% +$1.53M 0.05% 332
2022
Q1 		$584K Sell
7,820
-6,393
-45% -$471K 0.01% 755
2021
Q4 		$1.08M Sell
14,213
-1,125
-7% -$85.3K 0.02% 536
2021
Q3 		$1.12M Buy
15,338
+2,589
+20% +$195K 0.03% 486
2021
Q2 		$944K Buy
+12,749
New +$928K 0.02% 564
2018
Q4 		– Sell
-339
Closed -$16K – 1841
2018
Q3 		$16K Buy
+339
New +$15.5K ﹤0.01% 1979
2018
Q2 		– Sell
-150
Closed -$6K – 1949
2018
Q1 		$6K Sell
150
-1,018
-87% -$44.2K ﹤0.01% 2545
2017
Q4 		$50K Buy
+1,168
New +$48.2K ﹤0.01% 1504

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 $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Stratos Wealth Partners reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3% in Q1 2026, selling an estimated $65.8K and leaving 20,736 shares worth $2.01M. The position accounts for 0.02% of the portfolio, ranked #569.

Stratos Wealth Partners first reported a position in MOAT in Q4 2017 and has held it in 23 quarters since. The position peaked at $24.2M in Q3 2024. 720 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Stratos Wealth Partners held 20,736 shares of VanEck Morningstar Wide Moat ETF worth $2.01M as of Q1 2026.
  • Stratos Wealth Partners sold 635 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $65.8K.
  • VanEck Morningstar Wide Moat ETF made up 0.02% of Stratos Wealth Partners's portfolio in Q1 2026, its #569 holding.
  • Stratos Wealth Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2017 and has held it in 23 quarters since.
  • Stratos Wealth Partners's VanEck Morningstar Wide Moat ETF position peaked at $24.2M in Q3 2024.
  • 720 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

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