AWM
HFGM

Accurate Wealth Management’s Unlimited HFGM Global Macro ETF HFGM Stock Holding History

Accurate Wealth Management’s Portfolio HFGM Stock Details HFGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.79M Buy
57,888
+22,567
+64% +$739K 0.17% 136
2026
Q1 		$1.16M Buy
35,321
+28,119
+390% +$919K 0.14% 161
2025
Q4 		$223K Buy
+7,202
New +$229K 0.03% 471

Other funds holding HFGM

TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Accurate Wealth Management's HFGM Position: Q2 2026 in Review

Accurate Wealth Management increased its Unlimited HFGM Global Macro ETF (HFGM) stake by 64% in Q2 2026, buying an estimated $739K and bringing the position to 57,888 shares worth $1.79M. The position accounts for 0.17% of the portfolio, ranked #136.

Accurate Wealth Management first reported a position in HFGM in Q4 2025 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold HFGM as of Q2 2026.

  • Accurate Wealth Management held 57,888 shares of Unlimited HFGM Global Macro ETF worth $1.79M as of Q2 2026.
  • Accurate Wealth Management bought 22,567 Unlimited HFGM Global Macro ETF shares in Q2 2026, an estimated $739K.
  • Unlimited HFGM Global Macro ETF made up 0.17% of Accurate Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Accurate Wealth Management first reported a position in Unlimited HFGM Global Macro ETF in Q4 2025 and has held it in 3 quarters since.
  • 7 funds tracked by Wall St. Rank held Unlimited HFGM Global Macro ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.