Elevated Capital Advisors’s Unlimited HFND Multi-Strategy Return Tracker ETF HFND Stock Holding History

Elevated Capital Advisors’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
2024 Q1	–	Sell	-136,042	Closed	-$2.83M	–	182
2023 Q4	$2.83M	Sell	136,042 -4,017	-3%	-$81.8K	0.89%	32
2023 Q3	$2.83M	Sell	140,059 -1,679	-1%	-$34.6K	0.97%	29
2023 Q2	$2.92M	Buy	141,738 +17,584	+14%	+$358K	0.97%	28
2023 Q1	$2.53M	Buy	+124,154	New	+$2.56M	0.91%	31

Other funds holding HFND

EFMC

Empire Financial Management Company New York $253M AUM 26.01% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

RWPA

Richard W. Paul & Associates Novi, Michigan $327M AUM 21.99% 1-Year Est. Return

CPA

Clear Point Advisors Melville, New York $113M AUM 15% 1-Year Est. Return

Elevated Capital Advisors's HFND Position: Q1 2024 in Review

Elevated Capital Advisors sold out of Unlimited HFND Multi-Strategy Return Tracker ETF (HFND) in Q1 2024, closing a stake of 136,042 shares — an estimated $2.83M sold.

Elevated Capital Advisors first reported a position in HFND in Q1 2023 and held it in 4 quarters. The position peaked at $2.92M in Q2 2023. 11 funds tracked by Wall St. Rank hold HFND as of Q1 2024.

Elevated Capital Advisors reported no remaining Unlimited HFND Multi-Strategy Return Tracker ETF position as of Q1 2024 after selling out during the quarter.
Elevated Capital Advisors sold 136,042 Unlimited HFND Multi-Strategy Return Tracker ETF shares in Q1 2024, an estimated $2.83M.
Elevated Capital Advisors first reported a position in Unlimited HFND Multi-Strategy Return Tracker ETF in Q1 2023 and held it in 4 quarters.
Elevated Capital Advisors's Unlimited HFND Multi-Strategy Return Tracker ETF position peaked at $2.92M in Q2 2023.
11 funds tracked by Wall St. Rank held Unlimited HFND Multi-Strategy Return Tracker ETF as of Q1 2024.

Based on Elevated Capital Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.