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 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $426M AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atticus Wealth Management's HFXI Position: Q2 2026 in Review

Atticus Wealth Management increased its NYLIM FTSE International Equity Currency Neutral ETF (HFXI) stake by 99% in Q2 2026, buying an estimated $519K and bringing the position to 28,466 shares worth $1.08M. The position accounts for 0.26% of the portfolio, ranked #65.

Atticus Wealth Management first reported a position in HFXI in Q2 2025 and has held it in 5 quarters since. 113 funds tracked by Wall St. Rank hold HFXI as of Q2 2026.

Atticus Wealth Management held 28,466 shares of NYLIM FTSE International Equity Currency Neutral ETF worth $1.08M as of Q2 2026.
Atticus Wealth Management bought 14,164 NYLIM FTSE International Equity Currency Neutral ETF shares in Q2 2026, an estimated $519K.
NYLIM FTSE International Equity Currency Neutral ETF made up 0.26% of Atticus Wealth Management's portfolio in Q2 2026, its #65 holding.
Atticus Wealth Management first reported a position in NYLIM FTSE International Equity Currency Neutral ETF in Q2 2025 and has held it in 5 quarters since.
113 funds tracked by Wall St. Rank held NYLIM FTSE International Equity Currency Neutral ETF as of Q2 2026.

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