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

Truvestments Capital’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	$71.8K	Hold	742	–	–	0.01%	446
2025 Q4	$76.8K	Hold	742	–	–	0.01%	383
2025 Q3	$73.5K	Hold	742	–	–	0.01%	389
2025 Q2	$69.6K	Hold	742	–	–	0.01%	339
2025 Q1	$65.3K	Hold	742	–	–	0.01%	350
2024 Q4	$68.8K	Buy	742 +20	+3%	+$1.93K	0.02%	331
2024 Q3	$70K	Buy	+722	New	+$66K	0.02%	324
2023 Q1	–	Sell	-1,160	Closed	-$75.3K	–	854
2022 Q4	$75.3K	Buy	+1,160	New	+$75.2K	0.04%	272
2020 Q3	–	Sell	-375	Closed	-$19K	–	458
2020 Q2	$19K	Hold	375	–	–	0.02%	312
2020 Q1	$16K	Buy	+375	New	+$19.3K	0.02%	292

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

Truvestments Capital's MOAT Position: Q1 2026 in Review

Truvestments Capital held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2026 at 742 shares worth $71.8K. The position accounts for 0.01% of the portfolio, ranked #446.

Truvestments Capital first reported a position in MOAT in Q1 2020 and has held it in 10 quarters since. The position peaked at $76.8K in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Truvestments Capital held 742 shares of VanEck Morningstar Wide Moat ETF worth $71.8K as of Q1 2026.
Truvestments Capital left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2026.
VanEck Morningstar Wide Moat ETF made up 0.01% of Truvestments Capital's portfolio in Q1 2026, its #446 holding.
Truvestments Capital first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2020 and has held it in 10 quarters since.
Truvestments Capital's VanEck Morningstar Wide Moat ETF position peaked at $76.8K in Q4 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.