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
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

WC
Weil Company San Diego, California $445M AUM 14.95% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 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 $94.2B AUM 21.24% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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 $252M AUM 14.6% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Brady Martz Wealth Solutions's HFGM Position: Q1 2026 in Review

Brady Martz Wealth Solutions increased its Unlimited HFGM Global Macro ETF (HFGM) stake by 125% in Q1 2026, buying an estimated $1.24M and bringing the position to 68,289 shares worth $2.19M. The position accounts for 0.37% of the portfolio, ranked #61.

Brady Martz Wealth Solutions first reported a position in HFGM in Q4 2025 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold HFGM as of Q1 2026.

  • Brady Martz Wealth Solutions held 68,289 shares of Unlimited HFGM Global Macro ETF worth $2.19M as of Q1 2026.
  • Brady Martz Wealth Solutions bought 37,940 Unlimited HFGM Global Macro ETF shares in Q1 2026, an estimated $1.24M.
  • Unlimited HFGM Global Macro ETF made up 0.37% of Brady Martz Wealth Solutions's portfolio in Q1 2026, its #61 holding.
  • Brady Martz Wealth Solutions first reported a position in Unlimited HFGM Global Macro ETF in Q4 2025 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Unlimited HFGM Global Macro ETF as of Q1 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q1 2026, filed 15 Apr 2026.