Envestnet Asset Management
HFGM

Envestnet Asset Management’s Unlimited HFGM Global Macro ETF HFGM Stock Holding History

Envestnet Asset Management’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 		$1.83M Sell
60,026
-8,435
-12% -$276K ﹤0.01% 3217
2026
Q1 		$2.19M Buy
68,461
+44,776
+189% +$1.46M ﹤0.01% 2950
2025
Q4 		$683K Buy
23,685
+8,929
+61% +$283K ﹤0.01% 3492
2025
Q3 		$466K Buy
+14,756
New +$428K ﹤0.01% 3811

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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management's HFGM Position: Q2 2026 in Review

Envestnet Asset Management reduced its Unlimited HFGM Global Macro ETF (HFGM) stake by 12% in Q2 2026, selling an estimated $276K and leaving 60,026 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #3217.

Envestnet Asset Management first reported a position in HFGM in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.19M in Q1 2026. 17 funds tracked by Wall St. Rank hold HFGM as of Q2 2026.

  • Envestnet Asset Management held 60,026 shares of Unlimited HFGM Global Macro ETF worth $1.83M as of Q2 2026.
  • Envestnet Asset Management sold 8,435 Unlimited HFGM Global Macro ETF shares in Q2 2026, an estimated $276K.
  • Unlimited HFGM Global Macro ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3217 holding.
  • Envestnet Asset Management first reported a position in Unlimited HFGM Global Macro ETF in Q3 2025 and has held it in 4 quarters since.
  • Envestnet Asset Management's Unlimited HFGM Global Macro ETF position peaked at $2.19M in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Unlimited HFGM Global Macro ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.