OWA
IDEF

Opal Wealth Advisors’s iShares Defense Industrials Active ETF IDEF Stock Holding History

Opal Wealth Advisors’s Portfolio IDEF Stock Details IDEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,114
Closed -$69.2K – 610
2026
Q1 		$69.2K Buy
+2,114
New +$73.6K 0.02% 345

Other funds holding IDEF

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
SL
SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

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

Opal Wealth Advisors sold out of iShares Defense Industrials Active ETF (IDEF) in Q2 2026, closing a stake of 2,114 shares — an estimated $69.2K sold.

Opal Wealth Advisors first reported a position in IDEF in Q1 2026 and held it in 1 quarter. The position peaked at $69.2K in Q1 2026. 84 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

  • Opal Wealth Advisors reported no remaining iShares Defense Industrials Active ETF position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 2,114 iShares Defense Industrials Active ETF shares in Q2 2026, an estimated $69.2K.
  • Opal Wealth Advisors first reported a position in iShares Defense Industrials Active ETF in Q1 2026 and held it in 1 quarter.
  • Opal Wealth Advisors's iShares Defense Industrials Active ETF position peaked at $69.2K in Q1 2026.
  • 84 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q2 2026.

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