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Opal Wealth Advisors’s BlackRock Large Cap Value ETF BLCV Stock Holding History

Opal Wealth Advisors’s Portfolio BLCV Stock Details BLCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-792
Closed -$27.2K – 240
2025
Q2 		$27.2K Sell
792
-1,030
-57% -$33.4K 0.01% 496
2025
Q1 		$59.2K Buy
+1,822
New +$59.3K 0.02% 339

Other funds holding BLCV

EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Opal Wealth Advisors's BLCV Position: Q3 2025 in Review

Opal Wealth Advisors sold out of BlackRock Large Cap Value ETF (BLCV) in Q3 2025, closing a stake of 792 shares — an estimated $27.2K sold.

Opal Wealth Advisors first reported a position in BLCV in Q1 2025 and held it in 2 quarters. The position peaked at $59.2K in Q1 2025. 18 funds tracked by Wall St. Rank hold BLCV as of Q3 2025.

  • Opal Wealth Advisors reported no remaining BlackRock Large Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Opal Wealth Advisors sold 792 BlackRock Large Cap Value ETF shares in Q3 2025, an estimated $27.2K.
  • Opal Wealth Advisors first reported a position in BlackRock Large Cap Value ETF in Q1 2025 and held it in 2 quarters.
  • Opal Wealth Advisors's BlackRock Large Cap Value ETF position peaked at $59.2K in Q1 2025.
  • 18 funds tracked by Wall St. Rank held BlackRock Large Cap Value ETF as of Q3 2025.

Based on Opal Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.