Wealth Enhancement Advisory Services
MOAT icon

Wealth Enhancement Advisory Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Wealth Enhancement Advisory Services’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 		$25M Sell
249,867
-34,797
-12% -$3.52M 0.04% 374
2026
Q1 		$26.2M Sell
284,664
-70,747
-20% -$7.33M 0.05% 314
2025
Q4 		$37.8M Sell
355,411
-37,507
-10% -$3.83M 0.05% 316
2025
Q3 		$39.3M Sell
392,918
-5,315
-1% -$518K 0.06% 283
2025
Q2 		$38.6M Sell
398,233
-134,600
-25% -$11.8M 0.06% 273
2025
Q1 		$46.9M Sell
532,833
-1,074
-0.2% -$98.8K 0.09% 217
2024
Q4 		$49.5M Sell
533,907
-12,630
-2% -$1.22M 0.09% 205
2024
Q3 		$53M Sell
546,537
-150,636
-22% -$13.8M 0.11% 177
2024
Q2 		$60.4M Sell
697,173
-2,036
-0.3% -$177K 0.14% 146
2024
Q1 		$62.9M Buy
699,209
+17,057
+3% +$1.46M 0.16% 133
2023
Q4 		$57.9M Buy
682,152
+209,565
+44% +$16.3M 0.17% 131
2023
Q3 		$35.8M Buy
+472,587
New +$37.6M 0.12% 178
2022
Q3 		– Sell
-213,690
Closed -$14.1M – 364
2022
Q2 		$14.1M Buy
213,690
+36,576
+21% +$2.51M 0.2% 65
2022
Q1 		$13.4M Buy
177,114
+1,140
+0.6% +$84K 0.18% 70
2021
Q4 		$13.1M Buy
175,974
+111,415
+173% +$8.44M 0.19% 59
2021
Q3 		$4.9M Buy
+64,559
New +$4.86M 0.07% 107

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Enhancement Advisory Services's MOAT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 12% in Q2 2026, selling an estimated $3.52M and leaving 249,867 shares worth $25M. The position accounts for 0.04% of the portfolio, ranked #374.

Wealth Enhancement Advisory Services first reported a position in MOAT in Q3 2021 and has held it in 16 quarters since. The position peaked at $62.9M in Q1 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 249,867 shares of VanEck Morningstar Wide Moat ETF worth $25M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 34,797 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $3.52M.
  • VanEck Morningstar Wide Moat ETF made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #374 holding.
  • Wealth Enhancement Advisory Services first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2021 and has held it in 16 quarters since.
  • Wealth Enhancement Advisory Services's VanEck Morningstar Wide Moat ETF position peaked at $62.9M in Q1 2024.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.