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Onyx Bridge Wealth Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Onyx Bridge Wealth Group’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 		$8.26M Sell
79,470
-1,240
-2% -$125K 0.74% 30
2026
Q1 		$7.8M Sell
80,710
-2,263
-3% -$235K 0.84% 30
2025
Q4 		$8.59M Sell
82,973
-1,834
-2% -$187K 0.91% 28
2025
Q3 		$8.41M Sell
84,807
-687
-0.8% -$67K 0.91% 29
2025
Q2 		$8.02M Sell
85,494
-51,443
-38% -$4.51M 1.06% 28
2025
Q1 		$12.1M Sell
136,937
-1,803
-1% -$166K 1.73% 12
2024
Q4 		$12.9M Buy
138,740
+2,256
+2% +$217K 1.85% 12
2024
Q3 		$13.2M Sell
136,484
-547
-0.4% -$50K 1.99% 10
2024
Q2 		$11.9M Buy
137,031
+1,285
+0.9% +$112K 1.95% 11
2024
Q1 		$11.7M Sell
135,746
-13,571
-9% -$1.16M 2.09% 11
2023
Q4 		$12.7M Buy
149,317
+25,009
+20% +$1.94M 2.56% 9
2023
Q3 		$9.43M Buy
124,308
+12,745
+11% +$1.01M 2.2% 10
2023
Q2 		$8.9M Buy
+111,563
New +$8.4M 2.13% 11

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Onyx Bridge Wealth Group's MOAT Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.5% in Q2 2026, selling an estimated $125K and leaving 79,470 shares worth $8.26M. The position accounts for 0.74% of the portfolio, ranked #30.

Onyx Bridge Wealth Group first reported a position in MOAT in Q2 2023 and has held it in 13 quarters since. The position peaked at $13.2M in Q3 2024. 248 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Onyx Bridge Wealth Group held 79,470 shares of VanEck Morningstar Wide Moat ETF worth $8.26M as of Q2 2026.
  • Onyx Bridge Wealth Group sold 1,240 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $125K.
  • VanEck Morningstar Wide Moat ETF made up 0.74% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #30 holding.
  • Onyx Bridge Wealth Group first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and has held it in 13 quarters since.
  • Onyx Bridge Wealth Group's VanEck Morningstar Wide Moat ETF position peaked at $13.2M in Q3 2024.
  • 248 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.