SWL
HFXI icon

STACKSTONE WEALTH, LLC’s NYLIM FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

STACKSTONE WEALTH, LLC’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
Q3 		$9.8M Buy
+263,489
New +$9.9M 0.97% 27

Other funds holding HFXI

GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $746M AUM 30.08% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
DF
Downshift Financial Boulder, Colorado $232M AUM 12.86% 1-Year Est. Return

STACKSTONE WEALTH, LLC's HFXI Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in NYLIM FTSE International Equity Currency Neutral ETF (HFXI) in Q3 2026: 263,489 shares worth $9.8M. The stake represents 0.97% of the portfolio and ranks #27 among its holdings.

11 funds tracked by Wall St. Rank hold HFXI as of Q3 2026.

  • STACKSTONE WEALTH, LLC held 263,489 shares of NYLIM FTSE International Equity Currency Neutral ETF worth $9.8M as of Q3 2026.
  • NYLIM FTSE International Equity Currency Neutral ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
  • NYLIM FTSE International Equity Currency Neutral ETF made up 0.97% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #27 holding.
  • 11 funds tracked by Wall St. Rank held NYLIM FTSE International Equity Currency Neutral ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.