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Opal Wealth Advisors’s NYLIM 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
Q2 		– Sell
-946
Closed -$31.8K – 377
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

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $426M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Opal Wealth Advisors's HFXI Position: Q2 2026 in Review

Opal Wealth Advisors sold out of NYLIM FTSE International Equity Currency Neutral ETF (HFXI) in Q2 2026, closing a stake of 946 shares — an estimated $31.8K sold.

Opal Wealth Advisors first reported a position in HFXI in Q1 2025 and held it in 3 quarters. The position peaked at $31.8K in Q1 2026. 113 funds tracked by Wall St. Rank hold HFXI as of Q2 2026.

  • Opal Wealth Advisors reported no remaining NYLIM FTSE International Equity Currency Neutral ETF position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 946 NYLIM FTSE International Equity Currency Neutral ETF shares in Q2 2026, an estimated $31.8K.
  • Opal Wealth Advisors first reported a position in NYLIM FTSE International Equity Currency Neutral ETF in Q1 2025 and held it in 3 quarters.
  • Opal Wealth Advisors's NYLIM FTSE International Equity Currency Neutral ETF position peaked at $31.8K in Q1 2026.
  • 113 funds tracked by Wall St. Rank held NYLIM FTSE International Equity Currency Neutral ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.