FWM
HBR

Finer Wealth Management’s Canary HBAR ETF HBR Stock Holding History

Finer Wealth Management’s Portfolio HBR Stock Details HBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$238K Sell
20,000
-100
-0.5% -$1.38K 0.12% 82
2025
Q4 		$294K Buy
+20,100
New +$397K 0.14% 70

Other funds holding HBR

BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
TW
Titan Wealth St Peter Port $232M AUM
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Finer Wealth Management's HBR Position: Q1 2026 in Review

Finer Wealth Management reduced its Canary HBAR ETF (HBR) stake by 0.5% in Q1 2026, selling an estimated $1.38K and leaving 20,000 shares worth $238K. The position accounts for 0.12% of the portfolio, ranked #82.

Finer Wealth Management first reported a position in HBR in Q4 2025 and has held it in 2 quarters since. The position peaked at $294K in Q4 2025. 8 funds tracked by Wall St. Rank hold HBR as of Q1 2026.

  • Finer Wealth Management held 20,000 shares of Canary HBAR ETF worth $238K as of Q1 2026.
  • Finer Wealth Management sold 100 Canary HBAR ETF shares in Q1 2026, an estimated $1.38K.
  • Canary HBAR ETF made up 0.12% of Finer Wealth Management's portfolio in Q1 2026, its #82 holding.
  • Finer Wealth Management first reported a position in Canary HBAR ETF in Q4 2025 and has held it in 2 quarters since.
  • Finer Wealth Management's Canary HBAR ETF position peaked at $294K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Canary HBAR ETF as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.