Opal Wealth Advisors
MOAT icon

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
Q3 		$4.9M Buy
46,361
+2,442
+6% +$267K 1.02% 17
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Boulay Financial Advisors
Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Southern Farm Bureau Life Insurance
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Verde Capital Management
Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
SFMG Wealth Advisors
SFMG Wealth Advisors Plano, Texas $1.66B AUM 20.35% 1-Year Est. Return

Opal Wealth Advisors's MOAT Position: Q3 2026 in Review

Opal Wealth Advisors increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.6% in Q3 2026, buying an estimated $267K and bringing the position to 46,361 shares worth $4.9M. The position accounts for 1.02% of the portfolio, ranked #17.

Opal Wealth Advisors first reported a position in MOAT in Q1 2023 and has held it in 15 quarters since. 592 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

  • Opal Wealth Advisors held 46,361 shares of VanEck Morningstar Wide Moat ETF worth $4.9M as of Q3 2026.
  • Opal Wealth Advisors bought 2,442 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $267K.
  • VanEck Morningstar Wide Moat ETF made up 1.02% of Opal Wealth Advisors's portfolio in Q3 2026, its #17 holding.
  • Opal Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2023 and has held it in 15 quarters since.
  • 592 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.