BMWS
HFGM

Brady Martz Wealth Solutions’s Unlimited HFGM Global Macro ETF HFGM Stock Holding History

Brady Martz Wealth Solutions’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
Q2 		$2.54M Buy
83,178
+14,889
+22% +$488K 0.38% 58
2026
Q1 		$2.19M Buy
68,289
+37,940
+125% +$1.24M 0.37% 61
2025
Q4 		$875K Buy
+30,349
New +$963K 0.15% 99

Other funds holding HFGM

TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
WC
Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

Brady Martz Wealth Solutions's HFGM Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its Unlimited HFGM Global Macro ETF (HFGM) stake by 22% in Q2 2026, buying an estimated $488K and bringing the position to 83,178 shares worth $2.54M. The position accounts for 0.38% of the portfolio, ranked #58.

Brady Martz Wealth Solutions first reported a position in HFGM in Q4 2025 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold HFGM as of Q2 2026.

  • Brady Martz Wealth Solutions held 83,178 shares of Unlimited HFGM Global Macro ETF worth $2.54M as of Q2 2026.
  • Brady Martz Wealth Solutions bought 14,889 Unlimited HFGM Global Macro ETF shares in Q2 2026, an estimated $488K.
  • Unlimited HFGM Global Macro ETF made up 0.38% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #58 holding.
  • Brady Martz Wealth Solutions first reported a position in Unlimited HFGM Global Macro ETF in Q4 2025 and has held it in 3 quarters since.
  • 35 funds tracked by Wall St. Rank held Unlimited HFGM Global Macro ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.