Atticus Wealth Management’s NYLIM FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Atticus Wealth Management’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	$1.38M	Buy	37,016 +8,550	+30%	+$322K	0.3%	53
2026 Q2	$1.08M	Buy	28,466 +14,164	+99%	+$519K	0.26%	65
2026 Q1	$480K	Buy	14,302 +11	+0.1%	+$378	0.13%	105
2025 Q4	$464K	Buy	14,291 +1,142	+9%	+$36.6K	0.11%	109
2025 Q3	$408K	Buy	13,149 +5,006	+61%	+$151K	0.1%	126
2025 Q2	$240K	Buy	+8,143	New	+$230K	0.06%	149

Other funds holding HFXI

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SWL

STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RWM

Revisor Wealth Management Akron, Ohio $404M AUM 18.59% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.83% 1-Year Est. Return

CAM

Covenant Asset Management Chester, New Jersey $746M AUM 30.08% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Atticus Wealth Management's HFXI Position: Q3 2026 in Review

Atticus Wealth Management increased its NYLIM FTSE International Equity Currency Neutral ETF (HFXI) stake by 30% in Q3 2026, buying an estimated $322K and bringing the position to 37,016 shares worth $1.38M. The position accounts for 0.3% of the portfolio, ranked #53.

Atticus Wealth Management first reported a position in HFXI in Q2 2025 and has held it in 6 quarters since. 15 funds tracked by Wall St. Rank hold HFXI as of Q3 2026.

Atticus Wealth Management held 37,016 shares of NYLIM FTSE International Equity Currency Neutral ETF worth $1.38M as of Q3 2026.
Atticus Wealth Management bought 8,550 NYLIM FTSE International Equity Currency Neutral ETF shares in Q3 2026, an estimated $322K.
NYLIM FTSE International Equity Currency Neutral ETF made up 0.3% of Atticus Wealth Management's portfolio in Q3 2026, its #53 holding.
Atticus Wealth Management first reported a position in NYLIM FTSE International Equity Currency Neutral ETF in Q2 2025 and has held it in 6 quarters since.
15 funds tracked by Wall St. Rank held NYLIM FTSE International Equity Currency Neutral ETF as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.