AWA
HFGM

Arete Wealth Advisors’s Unlimited HFGM Global Macro ETF HFGM Stock Holding History

Arete Wealth Advisors’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 		$1.34M Buy
43,811
+29,600
+208% +$970K 0.09% 203
2026
Q1 		$456K Buy
+14,211
New +$465K 0.03% 284
2025
Q4 		– Sell
-9,555
Closed -$302K – 795
2025
Q3 		$302K Buy
+9,555
New +$277K 0.02% 603

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
WC
Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

Arete Wealth Advisors's HFGM Position: Q2 2026 in Review

Arete Wealth Advisors increased its Unlimited HFGM Global Macro ETF (HFGM) stake by 208% in Q2 2026, buying an estimated $970K and bringing the position to 43,811 shares worth $1.34M. The position accounts for 0.09% of the portfolio, ranked #203.

Arete Wealth Advisors first reported a position in HFGM in Q3 2025 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold HFGM as of Q2 2026.

  • Arete Wealth Advisors held 43,811 shares of Unlimited HFGM Global Macro ETF worth $1.34M as of Q2 2026.
  • Arete Wealth Advisors bought 29,600 Unlimited HFGM Global Macro ETF shares in Q2 2026, an estimated $970K.
  • Unlimited HFGM Global Macro ETF made up 0.09% of Arete Wealth Advisors's portfolio in Q2 2026, its #203 holding.
  • Arete Wealth Advisors first reported a position in Unlimited HFGM Global Macro ETF in Q3 2025 and has held it in 3 quarters since.
  • 35 funds tracked by Wall St. Rank held Unlimited HFGM Global Macro ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.