Turning Point Benefit Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Turning Point Benefit Group’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	$4.42M	Buy	42,184 +30,524	+262%	+$3.09M	1.9%	14
2026 Q1	$1.13M	Sell	11,660 -17,633	-60%	-$1.83M	0.72%	33
2025 Q4	$3.03M	Buy	29,293 +6,381	+28%	+$652K	1.58%	16
2025 Q3	$2.3M	Buy	22,912 +14,352	+168%	+$1.4M	1.39%	18
2025 Q2	$803K	Buy	8,560 +3,466	+68%	+$304K	0.61%	32
2025 Q1	$400K	Buy	5,094 +2,715	+114%	+$250K	0.37%	48
2024 Q4	$219K	Buy	+2,379	New	+$229K	0.21%	59

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

Turning Point Benefit Group's MOAT Position: Q2 2026 in Review

Turning Point Benefit Group increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 262% in Q2 2026, buying an estimated $3.09M and bringing the position to 42,184 shares worth $4.42M. The position accounts for 1.9% of the portfolio, ranked #14.

Turning Point Benefit Group first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. 730 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Turning Point Benefit Group held 42,184 shares of VanEck Morningstar Wide Moat ETF worth $4.42M as of Q2 2026.
Turning Point Benefit Group bought 30,524 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $3.09M.
VanEck Morningstar Wide Moat ETF made up 1.9% of Turning Point Benefit Group's portfolio in Q2 2026, its #14 holding.
Turning Point Benefit Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
730 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.