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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
Q2 		$2.54M Buy
24,413
+2,442
+11% +$247K 1.78% 14
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
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

White Knight Strategic Wealth Advisors's MOAT Position: Q2 2026 in Review

White Knight Strategic Wealth Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 11% in Q2 2026, buying an estimated $247K and bringing the position to 24,413 shares worth $2.54M. The position accounts for 1.78% of the portfolio, ranked #14.

White Knight Strategic Wealth Advisors first reported a position in MOAT in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.39M in Q4 2024. 732 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • White Knight Strategic Wealth Advisors held 24,413 shares of VanEck Morningstar Wide Moat ETF worth $2.54M as of Q2 2026.
  • White Knight Strategic Wealth Advisors bought 2,442 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $247K.
  • VanEck Morningstar Wide Moat ETF made up 1.78% of White Knight Strategic Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • White Knight Strategic Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and has held it in 19 quarters since.
  • White Knight Strategic Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $5.39M in Q4 2024.
  • 732 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.