CFML
HFGM

COMPASS FINANCIAL MANAGEMENT LLC’s Unlimited HFGM Global Macro ETF HFGM Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$2.3M Buy
+75,326
New +$2.47M 0.28% 97

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
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 $78.6B AUM 28.08% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's HFGM Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Unlimited HFGM Global Macro ETF (HFGM) in Q2 2026: 75,326 shares worth $2.3M. The stake represents 0.28% of the portfolio and ranks #97 among its holdings.

30 funds tracked by Wall St. Rank hold HFGM as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 75,326 shares of Unlimited HFGM Global Macro ETF worth $2.3M as of Q2 2026.
  • Unlimited HFGM Global Macro ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Unlimited HFGM Global Macro ETF made up 0.28% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #97 holding.
  • 30 funds tracked by Wall St. Rank held Unlimited HFGM Global Macro ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.