Corient Private Wealth
HFEQ

Corient Private Wealth’s Unlimited HFEQ Equity Long/Short ETF HFEQ Stock Holding History

Corient Private Wealth’s Portfolio HFEQ Stock Details HFEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.62K Sell
124,348
-83,038
-40% -$1.83M ﹤0.01% 2812
2025
Q4 		$4.32M Buy
207,386
+106,249
+105% +$2.41M ﹤0.01% 1123
2025
Q3 		$2.27M Buy
+101,137
New +$2.12M ﹤0.01% 1009

Other funds holding HFEQ

BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

Corient Private Wealth's HFEQ Position: Q1 2026 in Review

Corient Private Wealth reduced its Unlimited HFEQ Equity Long/Short ETF (HFEQ) stake by 40% in Q1 2026, selling an estimated $1.83M and leaving 124,348 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #2812.

Corient Private Wealth first reported a position in HFEQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.32M in Q4 2025. 10 funds tracked by Wall St. Rank hold HFEQ as of Q1 2026.

  • Corient Private Wealth held 124,348 shares of Unlimited HFEQ Equity Long/Short ETF worth $2.62K as of Q1 2026.
  • Corient Private Wealth sold 83,038 Unlimited HFEQ Equity Long/Short ETF shares in Q1 2026, an estimated $1.83M.
  • Unlimited HFEQ Equity Long/Short ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2812 holding.
  • Corient Private Wealth first reported a position in Unlimited HFEQ Equity Long/Short ETF in Q3 2025 and has held it in 3 quarters since.
  • Corient Private Wealth's Unlimited HFEQ Equity Long/Short ETF position peaked at $4.32M in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Unlimited HFEQ Equity Long/Short ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.