Bank of America
HFEQ

Bank of America’s Unlimited HFEQ Equity Long/Short ETF HFEQ Stock Holding History

Bank of America’s Portfolio HFEQ Stock Details HFEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,274
Closed -$89.1K – 7237
2025
Q4 		$89.1K Buy
+4,274
New +$97K ﹤0.01% 5662

Other funds holding HFEQ

BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Bank of America's HFEQ Position: Q1 2026 in Review

Bank of America sold out of Unlimited HFEQ Equity Long/Short ETF (HFEQ) in Q1 2026, closing a stake of 4,274 shares — an estimated $89.1K sold.

Bank of America first reported a position in HFEQ in Q4 2025 and held it in 1 quarter. The position peaked at $89.1K in Q4 2025. 10 funds tracked by Wall St. Rank hold HFEQ as of Q1 2026.

  • Bank of America reported no remaining Unlimited HFEQ Equity Long/Short ETF position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 4,274 Unlimited HFEQ Equity Long/Short ETF shares in Q1 2026, an estimated $89.1K.
  • Bank of America first reported a position in Unlimited HFEQ Equity Long/Short ETF in Q4 2025 and held it in 1 quarter.
  • Bank of America's Unlimited HFEQ Equity Long/Short ETF position peaked at $89.1K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Unlimited HFEQ Equity Long/Short ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.