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Diversify Advisory Services’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Diversify Advisory Services’s Portfolio HFXI Stock Details HFXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-249,631
Closed -$8.5M – 486
2025
Q4 		$8.5M Buy
249,631
+153,694
+160% +$4.92M 0.27% 63
2025
Q3 		$3.08M Buy
+95,937
New +$2.9M 0.1% 153

Other funds holding HFXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Diversify Advisory Services's HFXI Position: Q1 2026 in Review

Diversify Advisory Services sold out of NYLI FTSE International Equity Currency Neutral ETF (HFXI) in Q1 2026, closing a stake of 249,631 shares — an estimated $8.5M sold.

Diversify Advisory Services first reported a position in HFXI in Q3 2025 and held it in 2 quarters. The position peaked at $8.5M in Q4 2025. 99 funds tracked by Wall St. Rank hold HFXI as of Q1 2026.

  • Diversify Advisory Services reported no remaining NYLI FTSE International Equity Currency Neutral ETF position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 249,631 NYLI FTSE International Equity Currency Neutral ETF shares in Q1 2026, an estimated $8.5M.
  • Diversify Advisory Services first reported a position in NYLI FTSE International Equity Currency Neutral ETF in Q3 2025 and held it in 2 quarters.
  • Diversify Advisory Services's NYLI FTSE International Equity Currency Neutral ETF position peaked at $8.5M in Q4 2025.
  • 99 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.