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

Wealth Enhancement Trust 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	$2.18M	Sell	21,001 -491	-2%	-$49.6K	0.24%	88
2026 Q1	$2.08M	Hold	21,492	–	–	0.25%	84
2025 Q4	$2.23M	Buy	+21,492	New	+$2.19M	0.28%	70

Other funds holding MOAT

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

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 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

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KLI

Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2.3% in Q2 2026, selling an estimated $49.6K and leaving 21,001 shares worth $2.18M. The position accounts for 0.24% of the portfolio, ranked #88.

Wealth Enhancement Trust Services first reported a position in MOAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.23M in Q4 2025. 578 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Wealth Enhancement Trust Services held 21,001 shares of VanEck Morningstar Wide Moat ETF worth $2.18M as of Q2 2026.
Wealth Enhancement Trust Services sold 491 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $49.6K.
VanEck Morningstar Wide Moat ETF made up 0.24% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #88 holding.
Wealth Enhancement Trust Services first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and has held it in 3 quarters since.
Wealth Enhancement Trust Services's VanEck Morningstar Wide Moat ETF position peaked at $2.23M in Q4 2025.
578 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

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