BIG
HFEQ

Brookwood Investment Group’s Unlimited HFEQ Equity Long/Short ETF HFEQ Stock Holding History

Brookwood Investment Group’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
Q2 		$7.51M Sell
305,300
-41,812
-12% -$965K 0.85% 16
2026
Q1 		$7.32M Sell
347,112
-71,692
-17% -$1.58M 0.9% 14
2025
Q4 		$8.73M Sell
418,804
-38,056
-8% -$864K 1.05% 17
2025
Q3 		$10.2M Buy
+456,860
New +$9.6M 1.32% 13

Other funds holding HFEQ

Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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 $11.8B AUM 25.68% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Brookwood Investment Group's HFEQ Position: Q2 2026 in Review

Brookwood Investment Group reduced its Unlimited HFEQ Equity Long/Short ETF (HFEQ) stake by 12% in Q2 2026, selling an estimated $965K and leaving 305,300 shares worth $7.51M. The position accounts for 0.85% of the portfolio, ranked #16.

Brookwood Investment Group first reported a position in HFEQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.2M in Q3 2025. 9 funds tracked by Wall St. Rank hold HFEQ as of Q2 2026.

  • Brookwood Investment Group held 305,300 shares of Unlimited HFEQ Equity Long/Short ETF worth $7.51M as of Q2 2026.
  • Brookwood Investment Group sold 41,812 Unlimited HFEQ Equity Long/Short ETF shares in Q2 2026, an estimated $965K.
  • Unlimited HFEQ Equity Long/Short ETF made up 0.85% of Brookwood Investment Group's portfolio in Q2 2026, its #16 holding.
  • Brookwood Investment Group first reported a position in Unlimited HFEQ Equity Long/Short ETF in Q3 2025 and has held it in 4 quarters since.
  • Brookwood Investment Group's Unlimited HFEQ Equity Long/Short ETF position peaked at $10.2M in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Unlimited HFEQ Equity Long/Short ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.