Opal Wealth Advisors’s AB New York Intermediate Municipal ETF NYM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$235K	Buy	9,765 +66	+0.7%	+$1.63K	0.05%	182
2026 Q2	$244K	Buy	9,699 +68	+0.7%	+$1.7K	0.05%	192
2026 Q1	$240K	Buy	+9,631	New	+$242K	0.05%	181

Other funds holding NYM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return

Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Elequin Capital New York $1.47B AUM 5.26% 1-Year Est. Return

Opal Wealth Advisors's NYM Position: Q3 2026 in Review

Opal Wealth Advisors increased its AB New York Intermediate Municipal ETF (NYM) stake by 0.68% in Q3 2026, buying an estimated $1.63K and bringing the position to 9,765 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #182.

Opal Wealth Advisors first reported a position in NYM in Q1 2026 and has held it in 3 quarters since. The position peaked at $244K in Q2 2026. 29 funds tracked by Wall St. Rank hold NYM as of Q3 2026.

Opal Wealth Advisors held 9,765 shares of AB New York Intermediate Municipal ETF worth $235K as of Q3 2026.
Opal Wealth Advisors bought 66 AB New York Intermediate Municipal ETF shares in Q3 2026, an estimated $1.63K.
AB New York Intermediate Municipal ETF made up 0.05% of Opal Wealth Advisors's portfolio in Q3 2026, its #182 holding.
Opal Wealth Advisors first reported a position in AB New York Intermediate Municipal ETF in Q1 2026 and has held it in 3 quarters since.
Opal Wealth Advisors's AB New York Intermediate Municipal ETF position peaked at $244K in Q2 2026.
29 funds tracked by Wall St. Rank held AB New York Intermediate Municipal ETF as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.