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
Q1 		$456K Buy
14,211
+4,927
+53% +$161K 0.03% 284
2025
Q4 		$268K Sell
9,284
-271
-3% -$8.6K 0.02% 627
2025
Q3 		$302K Buy
+9,555
New +$277K 0.02% 603

Other funds holding HFGM

WC
Weil Company San Diego, California $445M AUM 14.95% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Arete Wealth Advisors's HFGM Position: Q1 2026 in Review

Arete Wealth Advisors increased its Unlimited HFGM Global Macro ETF (HFGM) stake by 53% in Q1 2026, buying an estimated $161K and bringing the position to 14,211 shares worth $456K. The position accounts for 0.03% of the portfolio, ranked #284.

Arete Wealth Advisors first reported a position in HFGM in Q3 2025 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold HFGM as of Q1 2026.

  • Arete Wealth Advisors held 14,211 shares of Unlimited HFGM Global Macro ETF worth $456K as of Q1 2026.
  • Arete Wealth Advisors bought 4,927 Unlimited HFGM Global Macro ETF shares in Q1 2026, an estimated $161K.
  • Unlimited HFGM Global Macro ETF made up 0.03% of Arete Wealth Advisors's portfolio in Q1 2026, its #284 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.
  • 29 funds tracked by Wall St. Rank held Unlimited HFGM Global Macro ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.