Corient Private Wealth
HFGM

Corient Private Wealth’s Unlimited HFGM Global Macro ETF HFGM Stock Holding History

Corient Private Wealth’s Portfolio HFGM Stock Details HFGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.41M Sell
144,479
-299
-0.2% -$9.8K 0.01% 982
2026
Q1 		$4.64K Sell
144,778
-91,854
-39% -$3M ﹤0.01% 2810
2025
Q4 		$6.82M Buy
236,632
+118,316
+100% +$3.76M ﹤0.01% 923
2025
Q3 		$3.74M Hold
118,316
– – 0.01% 819
2025
Q2 		$3.2M Buy
+118,316
New +$3.1M ﹤0.01% 854

Other funds holding HFGM

TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
WC
Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

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

Corient Private Wealth reduced its Unlimited HFGM Global Macro ETF (HFGM) stake by 0.21% in Q2 2026, selling an estimated $9.8K and leaving 144,479 shares worth $4.41M. The position accounts for 0.01% of the portfolio, ranked #982.

Corient Private Wealth first reported a position in HFGM in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.82M in Q4 2025. 30 funds tracked by Wall St. Rank hold HFGM as of Q2 2026.

  • Corient Private Wealth held 144,479 shares of Unlimited HFGM Global Macro ETF worth $4.41M as of Q2 2026.
  • Corient Private Wealth sold 299 Unlimited HFGM Global Macro ETF shares in Q2 2026, an estimated $9.8K.
  • Unlimited HFGM Global Macro ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #982 holding.
  • Corient Private Wealth first reported a position in Unlimited HFGM Global Macro ETF in Q2 2025 and has held it in 5 quarters since.
  • Corient Private Wealth's Unlimited HFGM Global Macro ETF position peaked at $6.82M in Q4 2025.
  • 30 funds tracked by Wall St. Rank held Unlimited HFGM Global Macro ETF as of Q2 2026.

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