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 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

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Planned Solutions Folsom, California $348M AUM 23.38% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Unique Wealth Strategies Burr Ridge, Illinois $274M AUM 29.58% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return