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
Q2 		$3.06M Hold
124,348
– – ﹤0.01% 1112
2026
Q1 		$2.62K Buy
124,348
+20,655
+20% +$454K ﹤0.01% 2812
2025
Q4 		$2.16M Buy
103,693
+2,556
+3% +$58K ﹤0.01% 1110
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
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 $11.8B AUM 25.68% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Corient Private Wealth's HFEQ Position: Q2 2026 in Review

Corient Private Wealth held its Unlimited HFEQ Equity Long/Short ETF (HFEQ) position steady in Q2 2026 at 124,348 shares worth $3.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

Corient Private Wealth first reported a position in HFEQ in Q3 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold HFEQ as of Q2 2026.

  • Corient Private Wealth held 124,348 shares of Unlimited HFEQ Equity Long/Short ETF worth $3.06M as of Q2 2026.
  • Corient Private Wealth left its Unlimited HFEQ Equity Long/Short ETF share count unchanged in Q2 2026.
  • Unlimited HFEQ Equity Long/Short ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1112 holding.
  • Corient Private Wealth first reported a position in Unlimited HFEQ Equity Long/Short ETF in Q3 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held Unlimited HFEQ Equity Long/Short ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.