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

Opal 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 		$4.57M Buy
43,919
+1,467
+3% +$148K 0.99% 14
2026
Q1 		$4.11M Buy
42,452
+2,215
+6% +$230K 0.93% 13
2025
Q4 		$4.17M Sell
40,237
-554
-1% -$56.6K 1.09% 15
2025
Q3 		$4.04M Buy
40,791
+2,187
+6% +$213K 1.13% 15
2025
Q2 		$3.62M Buy
38,604
+2,233
+6% +$196K 1% 15
2025
Q1 		$3.2M Buy
36,371
+4,329
+14% +$398K 0.99% 16
2024
Q4 		$2.97M Buy
32,042
+3,057
+11% +$294K 0.89% 21
2024
Q3 		$2.81M Buy
28,985
+1,049
+4% +$95.9K 0.88% 20
2024
Q2 		$2.42M Buy
27,936
+344
+1% +$29.9K 0.78% 21
2024
Q1 		$2.48M Buy
27,592
+3,911
+17% +$336K 0.84% 20
2023
Q4 		$2.01M Buy
23,681
+662
+3% +$51.4K 0.79% 23
2023
Q3 		$1.75M Buy
23,019
+17,820
+343% +$1.42M 1.02% 14
2023
Q2 		$415K Buy
5,199
+1,843
+55% +$139K 0.21% 62
2023
Q1 		$248K Buy
+3,356
New +$238K 0.14% 90

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 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 $44.6B AUM 28.94% 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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

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

Opal Wealth Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3.5% in Q2 2026, buying an estimated $148K and bringing the position to 43,919 shares worth $4.57M. The position accounts for 0.99% of the portfolio, ranked #14.

Opal Wealth Advisors first reported a position in MOAT in Q1 2023 and has held it in 14 quarters since. 337 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Opal Wealth Advisors held 43,919 shares of VanEck Morningstar Wide Moat ETF worth $4.57M as of Q2 2026.
  • Opal Wealth Advisors bought 1,467 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $148K.
  • VanEck Morningstar Wide Moat ETF made up 0.99% of Opal Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • Opal Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2023 and has held it in 14 quarters since.
  • 337 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

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