Traction Financial Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Traction Financial Partners’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	$215K	Hold	2,223	–	–	0.13%	55
2025 Q4	$230K	Sell	2,223 -12	-0.5%	-$1.23K	0.14%	57
2025 Q3	$222K	Buy	2,235 +12	+0.5%	+$1.17K	0.14%	62
2025 Q2	$208K	Buy	+2,223	New	+$195K	0.14%	79
2025 Q1	–	Sell	-2,223	Closed	-$206K	–	56
2024 Q4	$206K	Hold	2,223	–	–	0.16%	57
2024 Q3	$216K	Hold	2,223	–	–	0.17%	55
2024 Q2	$205K	Sell	2,223 -376	-14%	-$32.7K	0.15%	56
2024 Q1	$229K	Sell	2,599 -1,547	-37%	-$133K	0.18%	51
2023 Q4	$352K	Buy	+4,146	New	+$322K	0.24%	45

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

Traction Financial Partners's MOAT Position: Q1 2026 in Review

Traction Financial Partners held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2026 at 2,223 shares worth $215K. The position accounts for 0.13% of the portfolio, ranked #55.

Traction Financial Partners first reported a position in MOAT in Q4 2023 and has held it in 9 quarters since. The position peaked at $352K in Q4 2023. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Traction Financial Partners held 2,223 shares of VanEck Morningstar Wide Moat ETF worth $215K as of Q1 2026.
Traction Financial Partners left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2026.
VanEck Morningstar Wide Moat ETF made up 0.13% of Traction Financial Partners's portfolio in Q1 2026, its #55 holding.
Traction Financial Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 9 quarters since.
Traction Financial Partners's VanEck Morningstar Wide Moat ETF position peaked at $352K in Q4 2023.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Traction Financial Partners's 13F filing for Q1 2026, filed 14 May 2026.