Compass Financial Management
HFND icon

Compass Financial Management’s Unlimited HFND Multi-Strategy Return Tracker ETF HFND Stock Holding History

Compass Financial Management’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
Q3 		$70K Sell
2,933
-1,171
-29% -$28.5K 0.01% 666
2026
Q2 		$101K Buy
+4,104
New +$99.2K 0.01% 557

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Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Arete Wealth Advisors
Arete Wealth Advisors Chicago, Illinois $1.58B AUM 24.44% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
Oregon Pacific Wealth Management
Oregon Pacific Wealth Management Medford, Oregon $108M AUM 11.89% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Compass Financial Management's HFND Position: Q3 2026 in Review

Compass Financial Management reduced its Unlimited HFND Multi-Strategy Return Tracker ETF (HFND) stake by 29% in Q3 2026, selling an estimated $28.5K and leaving 2,933 shares worth $70K. The position accounts for 0.01% of the portfolio, ranked #666.

Compass Financial Management first reported a position in HFND in Q2 2026 and has held it in 2 quarters since. The position peaked at $101K in Q2 2026. 15 funds tracked by Wall St. Rank hold HFND as of Q3 2026.

  • Compass Financial Management held 2,933 shares of Unlimited HFND Multi-Strategy Return Tracker ETF worth $70K as of Q3 2026.
  • Compass Financial Management sold 1,171 Unlimited HFND Multi-Strategy Return Tracker ETF shares in Q3 2026, an estimated $28.5K.
  • Unlimited HFND Multi-Strategy Return Tracker ETF made up 0.01% of Compass Financial Management's portfolio in Q3 2026, its #666 holding.
  • Compass Financial Management first reported a position in Unlimited HFND Multi-Strategy Return Tracker ETF in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Unlimited HFND Multi-Strategy Return Tracker ETF position peaked at $101K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Unlimited HFND Multi-Strategy Return Tracker ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.