Opal Wealth Advisors, LLC

A modest $0.31 million net capital exit from Putnam Focused Large Cap Value ETF (PVAL) in Q2 2026 demonstrates Opal Wealth Advisors, LLC's subtle profit-taking in its #1 holding, even as price appreciation lifted PVAL's total position value by $6.83 million to $79.62 million (17.20% of the book). The wealth manager expanded overall equity assets from $442.39 million to $463.00 million across 224 holdings. Capital was redirected into factor funds, with iShares US Equity Factor ETF (LRGE) receiving $1.60 million in net inflows to reach $58.39 million (12.61%) and GQG Partners US Select Quality Equity ETF (GQGU) absorbing $1.71 million to reach $40.51 million (8.75%).