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
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

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
AFO
Arrowroot Family Office Marina Del Rey, California $302M AUM 14.21% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JCA
January Capital Advisors San Francisco, California $74.2M AUM
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Axxcess Wealth Management's HFND Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Unlimited HFND Multi-Strategy Return Tracker ETF (HFND) in Q1 2026, closing a stake of 120,317 shares — an estimated $2.71M sold.

Axxcess Wealth Management first reported a position in HFND in Q4 2025 and held it in 1 quarter. The position peaked at $2.71M in Q4 2025. 13 funds tracked by Wall St. Rank hold HFND as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Unlimited HFND Multi-Strategy Return Tracker ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 120,317 Unlimited HFND Multi-Strategy Return Tracker ETF shares in Q1 2026, an estimated $2.71M.
  • Axxcess Wealth Management first reported a position in Unlimited HFND Multi-Strategy Return Tracker ETF in Q4 2025 and held it in 1 quarter.
  • Axxcess Wealth Management's Unlimited HFND Multi-Strategy Return Tracker ETF position peaked at $2.71M in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Unlimited HFND Multi-Strategy Return Tracker ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.