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Tradewinds Capital Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Tradewinds Capital Management’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 		$1.25K Buy
+12
New +$1.21K ﹤0.01% 598
2019
Q1 		– Sell
-73
Closed -$3K – 635
2018
Q4 		$3K Buy
+73
New +$3.25K ﹤0.01% 521

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tradewinds Capital Management's MOAT Position: Q2 2026 in Review

Tradewinds Capital Management opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2026: 12 shares worth $1.25K. The stake represents ﹤0.01% of the portfolio and ranks #598 among its holdings. This is a return to the name: Tradewinds Capital Management previously reported a position in MOAT as recently as Q4 2018.

Tradewinds Capital Management first reported a position in MOAT in Q4 2018 and has held it in 2 quarters since. The position peaked at $3K in Q4 2018. 219 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Tradewinds Capital Management held 12 shares of VanEck Morningstar Wide Moat ETF worth $1.25K as of Q2 2026.
  • VanEck Morningstar Wide Moat ETF was a new Tradewinds Capital Management position in Q2 2026.
  • VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #598 holding.
  • Tradewinds Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2018 and has held it in 2 quarters since.
  • Tradewinds Capital Management's VanEck Morningstar Wide Moat ETF position peaked at $3K in Q4 2018.
  • 219 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.