BIG
HFGM

Brookwood Investment Group’s Unlimited HFGM Global Macro ETF HFGM Stock Holding History

Brookwood Investment Group’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 		$6.25M Sell
204,511
-16,414
-7% -$538K 0.7% 24
2026
Q1 		$7.08M Buy
220,925
+44,029
+25% +$1.44M 0.87% 16
2025
Q4 		$5.1M Buy
176,896
+48,004
+37% +$1.52M 0.61% 28
2025
Q3 		$4.07M Buy
128,892
+101,958
+379% +$2.96M 0.53% 33
2025
Q2 		$729K Buy
+26,934
New +$706K 0.12% 178

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 $103B AUM 28.65% 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 $78.6B AUM 28.08% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

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

Brookwood Investment Group reduced its Unlimited HFGM Global Macro ETF (HFGM) stake by 7.4% in Q2 2026, selling an estimated $538K and leaving 204,511 shares worth $6.25M. The position accounts for 0.7% of the portfolio, ranked #24.

Brookwood Investment Group first reported a position in HFGM in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.08M in Q1 2026. 30 funds tracked by Wall St. Rank hold HFGM as of Q2 2026.

  • Brookwood Investment Group held 204,511 shares of Unlimited HFGM Global Macro ETF worth $6.25M as of Q2 2026.
  • Brookwood Investment Group sold 16,414 Unlimited HFGM Global Macro ETF shares in Q2 2026, an estimated $538K.
  • Unlimited HFGM Global Macro ETF made up 0.7% of Brookwood Investment Group's portfolio in Q2 2026, its #24 holding.
  • Brookwood Investment Group first reported a position in Unlimited HFGM Global Macro ETF in Q2 2025 and has held it in 5 quarters since.
  • Brookwood Investment Group's Unlimited HFGM Global Macro ETF position peaked at $7.08M in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Unlimited HFGM Global Macro ETF as of Q2 2026.

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