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 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 $1.66T 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

Turning Point Benefit Group's MOAT Position: Q1 2026 in Review

Turning Point Benefit Group reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 60% in Q1 2026, selling an estimated $1.83M and leaving 11,660 shares worth $1.13M. The position accounts for 0.72% of the portfolio, ranked #33.

Turning Point Benefit Group first reported a position in MOAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.03M in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Turning Point Benefit Group held 11,660 shares of VanEck Morningstar Wide Moat ETF worth $1.13M as of Q1 2026.
Turning Point Benefit Group sold 17,633 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $1.83M.
VanEck Morningstar Wide Moat ETF made up 0.72% of Turning Point Benefit Group's portfolio in Q1 2026, its #33 holding.
Turning Point Benefit Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 6 quarters since.
Turning Point Benefit Group's VanEck Morningstar Wide Moat ETF position peaked at $3.03M in Q4 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.