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 Q2	–	Sell	-20,000	Closed	-$238K	–	92
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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Titan Wealth St Peter Port $269M AUM

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Simplex Trading

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Purpose Unlimited Inc Toronto $2.62B AUM

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Finer Wealth Management's HBR Position: Q2 2026 in Review

Finer Wealth Management sold out of Canary HBAR ETF (HBR) in Q2 2026, closing a stake of 20,000 shares — an estimated $238K sold.

Finer Wealth Management first reported a position in HBR in Q4 2025 and held it in 2 quarters. The position peaked at $294K in Q4 2025. 9 funds tracked by Wall St. Rank hold HBR as of Q2 2026.

Finer Wealth Management reported no remaining Canary HBAR ETF position as of Q2 2026 after selling out during the quarter.
Finer Wealth Management sold 20,000 Canary HBAR ETF shares in Q2 2026, an estimated $238K.
Finer Wealth Management first reported a position in Canary HBAR ETF in Q4 2025 and held it in 2 quarters.
Finer Wealth Management's Canary HBAR ETF position peaked at $294K in Q4 2025.
9 funds tracked by Wall St. Rank held Canary HBAR ETF as of Q2 2026.

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