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Opal Wealth Advisors’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Opal Wealth Advisors’s Portfolio HFXI Stock Details HFXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31.8K Buy
+946
New +$32.5K 0.01% 485
2025
Q3 		– Sell
-946
Closed -$27.9K – 339
2025
Q2 		$27.9K Hold
946
– – 0.01% 490
2025
Q1 		$26K Buy
+946
New +$26K 0.01% 476

Other funds holding HFXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Opal Wealth Advisors's HFXI Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in NYLI FTSE International Equity Currency Neutral ETF (HFXI) in Q1 2026: 946 shares worth $31.8K. The stake represents 0.01% of the portfolio and ranks #485 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in HFXI as recently as Q2 2025.

Opal Wealth Advisors first reported a position in HFXI in Q1 2025 and has held it in 3 quarters since. 99 funds tracked by Wall St. Rank hold HFXI as of Q1 2026.

  • Opal Wealth Advisors held 946 shares of NYLI FTSE International Equity Currency Neutral ETF worth $31.8K as of Q1 2026.
  • NYLI FTSE International Equity Currency Neutral ETF was a new Opal Wealth Advisors position in Q1 2026.
  • NYLI FTSE International Equity Currency Neutral ETF made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #485 holding.
  • Opal Wealth Advisors first reported a position in NYLI FTSE International Equity Currency Neutral ETF in Q1 2025 and has held it in 3 quarters since.
  • 99 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.