OWA
GQGU

Opal Wealth Advisors’s GQG US Equity ETF GQGU Stock Holding History

Opal Wealth Advisors’s Portfolio GQGU Stock Details GQGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40.5M Buy
1,594,863
+67,145
+4% +$1.76M 8.75% 4
2026
Q1 		$41.1M Buy
1,527,718
+1,493,320
+4,341% +$39M 9.29% 4
2025
Q4 		$844K Buy
+34,398
New +$852K 0.22% 59

Other funds holding GQGU

TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Opal Wealth Advisors's GQGU Position: Q2 2026 in Review

Opal Wealth Advisors increased its GQG US Equity ETF (GQGU) stake by 4.4% in Q2 2026, buying an estimated $1.76M and bringing the position to 1,594,863 shares worth $40.5M. The position accounts for 8.75% of the portfolio, ranked #4.

Opal Wealth Advisors first reported a position in GQGU in Q4 2025 and has held it in 3 quarters since. The position peaked at $41.1M in Q1 2026. 42 funds tracked by Wall St. Rank hold GQGU as of Q2 2026.

  • Opal Wealth Advisors held 1,594,863 shares of GQG US Equity ETF worth $40.5M as of Q2 2026.
  • Opal Wealth Advisors bought 67,145 GQG US Equity ETF shares in Q2 2026, an estimated $1.76M.
  • GQG US Equity ETF made up 8.75% of Opal Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • Opal Wealth Advisors first reported a position in GQG US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Opal Wealth Advisors's GQG US Equity ETF position peaked at $41.1M in Q1 2026.
  • 42 funds tracked by Wall St. Rank held GQG US Equity ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.