Bank of America
HFGM

Bank of America’s Unlimited HFGM Global Macro ETF HFGM Stock Holding History

Bank of America’s Portfolio HFGM Stock Details HFGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,409
Closed -$69.5K – 7190
2025
Q4 		$69.5K Buy
+2,409
New +$76.5K ﹤0.01% 5729

Other funds holding HFGM

WC
Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Bank of America sold out of Unlimited HFGM Global Macro ETF (HFGM) in Q1 2026, closing a stake of 2,409 shares — an estimated $69.5K sold.

Bank of America first reported a position in HFGM in Q4 2025 and held it in 1 quarter. The position peaked at $69.5K in Q4 2025. 29 funds tracked by Wall St. Rank hold HFGM as of Q1 2026.

  • Bank of America reported no remaining Unlimited HFGM Global Macro ETF position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 2,409 Unlimited HFGM Global Macro ETF shares in Q1 2026, an estimated $69.5K.
  • Bank of America first reported a position in Unlimited HFGM Global Macro ETF in Q4 2025 and held it in 1 quarter.
  • Bank of America's Unlimited HFGM Global Macro ETF position peaked at $69.5K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Unlimited HFGM Global Macro ETF as of Q1 2026.

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