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Wealth Preservation Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Wealth Preservation Advisors’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
2025
Q2 		– Sell
-928
Closed -$81.6K – 611
2025
Q1 		$81.6K Buy
+928
New +$85.4K 0.06% 136

Other funds holding MOAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth Preservation Advisors's MOAT Position: Q2 2025 in Review

Wealth Preservation Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2025, closing a stake of 928 shares — an estimated $81.6K sold.

Wealth Preservation Advisors first reported a position in MOAT in Q1 2025 and held it in 1 quarter. The position peaked at $81.6K in Q1 2025. 692 funds tracked by Wall St. Rank hold MOAT as of Q2 2025.

  • Wealth Preservation Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2025 after selling out during the quarter.
  • Wealth Preservation Advisors sold 928 VanEck Morningstar Wide Moat ETF shares in Q2 2025, an estimated $81.6K.
  • Wealth Preservation Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2025 and held it in 1 quarter.
  • Wealth Preservation Advisors's VanEck Morningstar Wide Moat ETF position peaked at $81.6K in Q1 2025.
  • 692 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2025.

Based on Wealth Preservation Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.