BMWS
HFEQ

Brady Martz Wealth Solutions’s Unlimited HFEQ Equity Long/Short ETF HFEQ Stock Holding History

Brady Martz Wealth Solutions’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 		$524K Buy
+24,846
New +$546K 0.09% 130

Other funds holding HFEQ

BIG
Brookwood Investment Group Phoenix, Arizona $784M AUM 29.04% 1-Year Est. Return
CL
CLG LLC Long Beach, California $403M AUM 28.81% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 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 $97.7B AUM 31.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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