Triad Wealth Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Triad Wealth 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 Q2	$370K	Buy	3,380 +516	+18%	+$52.2K	0.02%	397
2026 Q1	$277K	Buy	2,864 +1	+0%	+$104	0.02%	404
2025 Q4	$297K	Sell	2,863 -4,437	-61%	-$453K	0.03%	385
2025 Q3	$724K	Buy	7,300 +4,278	+142%	+$417K	0.09%	152
2025 Q2	$283K	Buy	+3,022	New	+$265K	0.06%	227
2024 Q3	–	Sell	-134	Closed	-$11.6K	–	574
2024 Q2	$11.6K	Buy	+134	New	+$11.6K	0.01%	432

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Triad Wealth Partners's MOAT Position: Q2 2026 in Review

Triad Wealth Partners increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 18% in Q2 2026, buying an estimated $52.2K and bringing the position to 3,380 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #397.

Triad Wealth Partners first reported a position in MOAT in Q2 2024 and has held it in 6 quarters since. The position peaked at $724K in Q3 2025. 733 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Triad Wealth Partners held 3,380 shares of VanEck Morningstar Wide Moat ETF worth $370K as of Q2 2026.
Triad Wealth Partners bought 516 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $52.2K.
VanEck Morningstar Wide Moat ETF made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #397 holding.
Triad Wealth Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2024 and has held it in 6 quarters since.
Triad Wealth Partners's VanEck Morningstar Wide Moat ETF position peaked at $724K in Q3 2025.
733 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.