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

Opal Wealth Advisors’s Portfolio MOTG Stock Details MOTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-107	Closed	-$3.83K	–	807
2024 Q2	$3.83K	Buy	+107	New	+$3.84K	﹤0.01%	849

Other funds holding MOTG

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Opal Wealth Advisors's MOTG Position: Q3 2024 in Review

Opal Wealth Advisors sold out of VanEck Morningstar Global Wide Moat ETF (MOTG) in Q3 2024, closing a stake of 107 shares — an estimated $3.83K sold.

Opal Wealth Advisors first reported a position in MOTG in Q2 2024 and held it in 1 quarter. The position peaked at $3.83K in Q2 2024. 8 funds tracked by Wall St. Rank hold MOTG as of Q3 2024.

Opal Wealth Advisors reported no remaining VanEck Morningstar Global Wide Moat ETF position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 107 VanEck Morningstar Global Wide Moat ETF shares in Q3 2024, an estimated $3.83K.
Opal Wealth Advisors first reported a position in VanEck Morningstar Global Wide Moat ETF in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's VanEck Morningstar Global Wide Moat ETF position peaked at $3.83K in Q2 2024.
8 funds tracked by Wall St. Rank held VanEck Morningstar Global Wide Moat ETF as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.