Sunpointe’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Sunpointe’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	$5.09M	Sell	52,649 -4,793	-8%	-$497K	1.67%	10
2025 Q4	$5.95M	Buy	57,442 +5,217	+10%	+$533K	1.97%	8
2025 Q3	$5.18M	Buy	52,225 +5,513	+12%	+$538K	1.87%	9
2025 Q2	$4.38M	Buy	46,712 +7,513	+19%	+$659K	1.74%	13
2025 Q1	$3.45M	Buy	39,199 +1,180	+3%	+$109K	1.84%	14
2024 Q4	$3.53M	Sell	38,019 -1,434	-4%	-$138K	1.77%	13
2024 Q3	$3.82M	Buy	39,453 +7,367	+23%	+$674K	3.15%	6
2024 Q2	$2.78M	Buy	32,086 +2,239	+8%	+$195K	1.81%	11
2024 Q1	$2.68M	Buy	29,847 +4,426	+17%	+$380K	2.98%	5
2023 Q4	$2.16M	Buy	+25,421	New	+$1.97M	2.74%	6

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 $6.18B AUM 18.43% 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

Sunpointe's MOAT Position: Q1 2026 in Review

Sunpointe reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 8.3% in Q1 2026, selling an estimated $497K and leaving 52,649 shares worth $5.09M. The position accounts for 1.67% of the portfolio, ranked #10.

Sunpointe first reported a position in MOAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.95M in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Sunpointe held 52,649 shares of VanEck Morningstar Wide Moat ETF worth $5.09M as of Q1 2026.
Sunpointe sold 4,793 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $497K.
VanEck Morningstar Wide Moat ETF made up 1.67% of Sunpointe's portfolio in Q1 2026, its #10 holding.
Sunpointe first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 10 quarters since.
Sunpointe's VanEck Morningstar Wide Moat ETF position peaked at $5.95M in Q4 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.