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

Tactive 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 Q3	$3.19M	Sell	30,164 -1,361	-4%	-$149K	0.77%	34
2026 Q2	$3.28M	Buy	31,525 +425	+1%	+$43K	0.81%	27
2026 Q1	$3.01M	Sell	31,100 -674	-2%	-$69.9K	0.85%	28
2025 Q4	$3.29M	Sell	31,774 -269	-0.8%	-$27.5K	0.96%	25
2025 Q3	$3.18M	Sell	32,043 -1,284	-4%	-$125K	0.9%	28
2025 Q2	$3.13M	Buy	+33,327	New	+$2.92M	1.01%	26

Other funds holding MOAT

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

BFA

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

ANBOT

American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return

MCM

Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return

Tactive Advisors's MOAT Position: Q3 2026 in Review

Tactive Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 4.3% in Q3 2026, selling an estimated $149K and leaving 30,164 shares worth $3.19M. The position accounts for 0.77% of the portfolio, ranked #34.

Tactive Advisors first reported a position in MOAT in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.29M in Q4 2025. 70 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

Tactive Advisors held 30,164 shares of VanEck Morningstar Wide Moat ETF worth $3.19M as of Q3 2026.
Tactive Advisors sold 1,361 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $149K.
VanEck Morningstar Wide Moat ETF made up 0.77% of Tactive Advisors's portfolio in Q3 2026, its #34 holding.
Tactive Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2025 and has held it in 6 quarters since.
Tactive Advisors's VanEck Morningstar Wide Moat ETF position peaked at $3.29M in Q4 2025.
70 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.