White Knight Strategic Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

White Knight Strategic Wealth 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
2026 Q1	$2.12M	Sell	21,971 -3,419	-13%	-$354K	1.79%	13
2025 Q4	$2.63M	Buy	25,390 +1,539	+6%	+$157K	1.92%	13
2025 Q3	$2.36M	Sell	23,851 -4,132	-15%	-$403K	1.86%	11
2025 Q2	$2.62M	Sell	27,983 -436	-2%	-$38.2K	2.23%	10
2025 Q1	$2.5M	Sell	28,419 -29,741	-51%	-$2.74M	2.3%	10
2024 Q4	$5.39M	Buy	58,160 +28,314	+95%	+$2.73M	2.26%	10
2024 Q3	$2.89M	Sell	29,846 -626	-2%	-$57.2K	2.62%	9
2024 Q2	$2.64M	Sell	30,472 -594	-2%	-$51.6K	2.63%	10
2024 Q1	$2.79M	Sell	31,066 -698	-2%	-$59.9K	2.9%	9
2023 Q4	$2.7M	Buy	31,764 +2,508	+9%	+$195K	3.1%	8
2023 Q3	$2.22M	Sell	29,256 -2,725	-9%	-$217K	2.93%	9
2023 Q2	$2.55M	Sell	31,981 -168	-0.5%	-$12.6K	2.99%	9
2023 Q1	$2.37M	Sell	32,149 -1,878	-6%	-$133K	2.98%	9
2022 Q4	$2.21M	Sell	34,027 -1,707	-5%	-$111K	3.03%	7
2022 Q3	$2.14M	Buy	35,734 +464	+1%	+$31.2K	3.07%	7
2022 Q2	$2.25M	Buy	35,270 +1,273	+4%	+$87.4K	3.11%	8
2022 Q1	$2.54M	Sell	33,997 -1,163	-3%	-$85.7K	2.75%	9
2021 Q4	$2.68M	Buy	+35,160	New	+$2.66M	2.8%	9

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

White Knight Strategic Wealth Advisors's MOAT Position: Q1 2026 in Review

White Knight Strategic Wealth Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 13% in Q1 2026, selling an estimated $354K and leaving 21,971 shares worth $2.12M. The position accounts for 1.79% of the portfolio, ranked #13.

White Knight Strategic Wealth Advisors first reported a position in MOAT in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.39M in Q4 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

White Knight Strategic Wealth Advisors held 21,971 shares of VanEck Morningstar Wide Moat ETF worth $2.12M as of Q1 2026.
White Knight Strategic Wealth Advisors sold 3,419 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $354K.
VanEck Morningstar Wide Moat ETF made up 1.79% of White Knight Strategic Wealth Advisors's portfolio in Q1 2026, its #13 holding.
White Knight Strategic Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and has held it in 18 quarters since.
White Knight Strategic Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $5.39M in Q4 2024.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.