Lotus Asset Management LLC’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Lotus Asset Management LLC’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	$551K	Buy	+5,301	New	+$536K	0.49%	20

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

Lotus Asset Management LLC's MOAT Position: Q2 2026 in Review

Lotus Asset Management LLC opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026: 5,301 shares worth $551K. The stake represents 0.49% of the portfolio and ranks #20 among its holdings.

733 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Lotus Asset Management LLC held 5,301 shares of VanEck Morningstar Wide Moat ETF worth $551K as of Q2 2026.
VanEck Morningstar Wide Moat ETF was a new Lotus Asset Management LLC position in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.49% of Lotus Asset Management LLC's portfolio in Q2 2026, its #20 holding.
733 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Lotus Asset Management LLC's 13F filing for Q2 2026, filed 9 Sep 2026.