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Clear Point Advisors’s Unlimited HFND Multi-Strategy Return Tracker ETF HFND Stock Holding History

Clear Point Advisors’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
2024
Q4 		– Sell
-250
Closed -$5.59K – 297
2024
Q3 		$5.59K Hold
250
– – ﹤0.01% 384
2024
Q2 		$5.44K Hold
250
– – ﹤0.01% 378
2024
Q1 		$5.46K Hold
250
– – ﹤0.01% 379
2023
Q4 		$5.2K Buy
+250
New +$5.09K ﹤0.01% 366

Other funds holding HFND

DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
MPW
Magnolia Private Wealth Philadelphia, Pennsylvania $150M AUM 18.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Clear Point Advisors's HFND Position: Q4 2024 in Review

Clear Point Advisors sold out of Unlimited HFND Multi-Strategy Return Tracker ETF (HFND) in Q4 2024, closing a stake of 250 shares — an estimated $5.59K sold.

Clear Point Advisors first reported a position in HFND in Q4 2023 and held it in 4 quarters. The position peaked at $5.59K in Q3 2024. 13 funds tracked by Wall St. Rank hold HFND as of Q4 2024.

  • Clear Point Advisors reported no remaining Unlimited HFND Multi-Strategy Return Tracker ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 250 Unlimited HFND Multi-Strategy Return Tracker ETF shares in Q4 2024, an estimated $5.59K.
  • Clear Point Advisors first reported a position in Unlimited HFND Multi-Strategy Return Tracker ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Unlimited HFND Multi-Strategy Return Tracker ETF position peaked at $5.59K in Q3 2024.
  • 13 funds tracked by Wall St. Rank held Unlimited HFND Multi-Strategy Return Tracker ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.