Arete Wealth Advisors’s Unlimited HFND Multi-Strategy Return Tracker ETF HFND Stock Holding History

Arete Wealth Advisors’s Portfolio HFND Stock Details HFND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.12M	Buy	86,284 +63,529	+279%	+$1.53M	0.14%	158
2026 Q1	$528K	Buy	22,755 +7,972	+54%	+$187K	0.04%	272
2025 Q4	$333K	Sell	14,783 -209	-1%	-$4.95K	0.02%	331
2025 Q3	$354K	Buy	+14,992	New	+$342K	0.02%	538

Other funds holding HFND

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

AFO

Arrowroot Family Office Marina Del Rey, California $349M AUM 19.43% 1-Year Est. Return

EFMC

Empire Financial Management Company New York $253M AUM 26.01% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

OPWM

Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

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

Arete Wealth Advisors increased its Unlimited HFND Multi-Strategy Return Tracker ETF (HFND) stake by 279% in Q2 2026, buying an estimated $1.53M and bringing the position to 86,284 shares worth $2.12M. The position accounts for 0.14% of the portfolio, ranked #158.

Arete Wealth Advisors first reported a position in HFND in Q3 2025 and has held it in 4 quarters since. 16 funds tracked by Wall St. Rank hold HFND as of Q2 2026.

Arete Wealth Advisors held 86,284 shares of Unlimited HFND Multi-Strategy Return Tracker ETF worth $2.12M as of Q2 2026.
Arete Wealth Advisors bought 63,529 Unlimited HFND Multi-Strategy Return Tracker ETF shares in Q2 2026, an estimated $1.53M.
Unlimited HFND Multi-Strategy Return Tracker ETF made up 0.14% of Arete Wealth Advisors's portfolio in Q2 2026, its #158 holding.
Arete Wealth Advisors first reported a position in Unlimited HFND Multi-Strategy Return Tracker ETF in Q3 2025 and has held it in 4 quarters since.
16 funds tracked by Wall St. Rank held Unlimited HFND Multi-Strategy Return Tracker ETF as of Q2 2026.

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