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COMPASS FINANCIAL MANAGEMENT LLC’s Unlimited HFND Multi-Strategy Return Tracker ETF HFND Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio HFND Stock Details HFND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$101K Buy
+4,104
New +$99.2K 0.01% 557

Other funds holding HFND

AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 1-Year Est. Return
AFO
Arrowroot Family Office Marina Del Rey, California $349M AUM 19.43% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Unlimited HFND Multi-Strategy Return Tracker ETF (HFND) in Q2 2026: 4,104 shares worth $101K. The stake represents 0.01% of the portfolio and ranks #557 among its holdings.

13 funds tracked by Wall St. Rank hold HFND as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 4,104 shares of Unlimited HFND Multi-Strategy Return Tracker ETF worth $101K as of Q2 2026.
  • Unlimited HFND Multi-Strategy Return Tracker ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Unlimited HFND Multi-Strategy Return Tracker ETF made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #557 holding.
  • 13 funds tracked by Wall St. Rank held Unlimited HFND Multi-Strategy Return Tracker ETF as of Q2 2026.

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