Sunbelt Securities’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Sunbelt Securities’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	$15.7K	Hold	162	–	–	﹤0.01%	1364
2025 Q4	$16.8K	Hold	162	–	–	﹤0.01%	1303
2025 Q3	$16.1K	Buy	+162	New	+$15.8K	﹤0.01%	1324
2024 Q1	–	Sell	-1,444	Closed	-$123K	–	1775
2023 Q4	$123K	Sell	1,444 -1,318	-48%	-$102K	0.02%	627
2023 Q3	$209K	Buy	2,762 +2,094	+313%	+$167K	0.03%	472
2023 Q2	$53.3K	Buy	+668	New	+$50.3K	0.01%	780
2020 Q3	–	Sell	-4,143	Closed	-$216K	–	339
2020 Q2	$216K	Sell	4,143 -1,540	-27%	-$76.7K	0.07%	266
2020 Q1	$249K	Buy	5,683 +1,630	+40%	+$83.8K	0.01%	321
2019 Q4	$222K	Buy	4,053 +3	+0.1%	+$159	0.02%	516
2019 Q3	$203K	Sell	4,050 -1,800	-31%	-$88.2K	0.02%	515
2019 Q2	$281K	Buy	+5,850	New	+$277K	0.12%	208

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 $71.6B AUM 21.08% 1-Year Est. Return

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

Sunbelt Securities's MOAT Position: Q1 2026 in Review

Sunbelt Securities held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2026 at 162 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

Sunbelt Securities first reported a position in MOAT in Q2 2019 and has held it in 11 quarters since. The position peaked at $281K in Q2 2019. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Sunbelt Securities held 162 shares of VanEck Morningstar Wide Moat ETF worth $15.7K as of Q1 2026.
Sunbelt Securities left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1364 holding.
Sunbelt Securities first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2019 and has held it in 11 quarters since.
Sunbelt Securities's VanEck Morningstar Wide Moat ETF position peaked at $281K in Q2 2019.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.