Opal Wealth Advisors’s Invesco MSCI Green Building ETF GBLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-45	Closed	-$708	–	572
2024 Q2	$708	Buy	+45	New	+$729	﹤0.01%	1124

Other funds holding GBLD

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Opal Wealth Advisors sold out of Invesco MSCI Green Building ETF (GBLD) in Q3 2024, closing a stake of 45 shares — an estimated $708 sold.

Opal Wealth Advisors first reported a position in GBLD in Q2 2024 and held it in 1 quarter. The position peaked at $708 in Q2 2024. 8 funds tracked by Wall St. Rank hold GBLD as of Q3 2024.

Opal Wealth Advisors reported no remaining Invesco MSCI Green Building ETF position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 45 Invesco MSCI Green Building ETF shares in Q3 2024, an estimated $708.
Opal Wealth Advisors first reported a position in Invesco MSCI Green Building ETF in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's Invesco MSCI Green Building ETF position peaked at $708 in Q2 2024.
8 funds tracked by Wall St. Rank held Invesco MSCI Green Building ETF as of Q3 2024.

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