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Opus Financial Solutions’s iShares Global Consumer Staples ETF KXI Stock Holding History

Opus Financial Solutions’s Portfolio KXI Stock Details KXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$204K Hold
3,014
– – 0.16% 109
2026
Q1 		$202K Buy
+3,014
New +$207K 0.19% 100

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MIM
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LPL Financial
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IPAM
ICICI Prudential Asset Management Mumbai, India $913M AUM 30.42% 1-Year Est. Return

Opus Financial Solutions's KXI Position: Q2 2026 in Review

Opus Financial Solutions held its iShares Global Consumer Staples ETF (KXI) position steady in Q2 2026 at 3,014 shares worth $204K. The position accounts for 0.16% of the portfolio, ranked #109.

Opus Financial Solutions first reported a position in KXI in Q1 2026 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold KXI as of Q2 2026.

  • Opus Financial Solutions held 3,014 shares of iShares Global Consumer Staples ETF worth $204K as of Q2 2026.
  • Opus Financial Solutions left its iShares Global Consumer Staples ETF share count unchanged in Q2 2026.
  • iShares Global Consumer Staples ETF made up 0.16% of Opus Financial Solutions's portfolio in Q2 2026, its #109 holding.
  • Opus Financial Solutions first reported a position in iShares Global Consumer Staples ETF in Q1 2026 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2026.

Based on Opus Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.