Catalyst Financial Partners’s NYLIM FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Catalyst Financial Partners’s Portfolio HFXI Stock Details HFXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$210K	Sell	5,512 -1,343	-20%	-$49.2K	0.02%	405
2026 Q1	$230K	Buy	+6,855	New	+$236K	0.03%	340

Other funds holding HFXI

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $426M AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Catalyst Financial Partners's HFXI Position: Q2 2026 in Review

Catalyst Financial Partners reduced its NYLIM FTSE International Equity Currency Neutral ETF (HFXI) stake by 20% in Q2 2026, selling an estimated $49.2K and leaving 5,512 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #405.

Catalyst Financial Partners first reported a position in HFXI in Q1 2026 and has held it in 2 quarters since. The position peaked at $230K in Q1 2026. 113 funds tracked by Wall St. Rank hold HFXI as of Q2 2026.

Catalyst Financial Partners held 5,512 shares of NYLIM FTSE International Equity Currency Neutral ETF worth $210K as of Q2 2026.
Catalyst Financial Partners sold 1,343 NYLIM FTSE International Equity Currency Neutral ETF shares in Q2 2026, an estimated $49.2K.
NYLIM FTSE International Equity Currency Neutral ETF made up 0.02% of Catalyst Financial Partners's portfolio in Q2 2026, its #405 holding.
Catalyst Financial Partners first reported a position in NYLIM FTSE International Equity Currency Neutral ETF in Q1 2026 and has held it in 2 quarters since.
Catalyst Financial Partners's NYLIM FTSE International Equity Currency Neutral ETF position peaked at $230K in Q1 2026.
113 funds tracked by Wall St. Rank held NYLIM FTSE International Equity Currency Neutral ETF as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.