AWM
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Axxcess Wealth Management’s Unlimited HFND Multi-Strategy Return Tracker ETF HFND Stock Holding History

Axxcess Wealth Management’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 		$2.78M Buy
+113,178
New +$2.73M 0.04% 337
2026
Q1 		– Sell
-120,317
Closed -$2.71M – 657
2025
Q4 		$2.71M Buy
+120,317
New +$2.85M 0.05% 316

Other funds holding HFND

DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
MG
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 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
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
JCA
January Capital Advisors San Francisco, California $120M AUM
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Axxcess Wealth Management's HFND Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Unlimited HFND Multi-Strategy Return Tracker ETF (HFND) in Q2 2026: 113,178 shares worth $2.78M. The stake represents 0.04% of the portfolio and ranks #337 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in HFND as recently as Q4 2025.

Axxcess Wealth Management first reported a position in HFND in Q4 2025 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold HFND as of Q2 2026.

  • Axxcess Wealth Management held 113,178 shares of Unlimited HFND Multi-Strategy Return Tracker ETF worth $2.78M as of Q2 2026.
  • Unlimited HFND Multi-Strategy Return Tracker ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Unlimited HFND Multi-Strategy Return Tracker ETF made up 0.04% of Axxcess Wealth Management's portfolio in Q2 2026, its #337 holding.
  • Axxcess Wealth Management first reported a position in Unlimited HFND Multi-Strategy Return Tracker ETF in Q4 2025 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held Unlimited HFND Multi-Strategy Return Tracker ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.