Fortis Group Advisors’s NYLIM FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Fortis Group Advisors’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 Q2	$1.09M	Sell	28,612 -767	-3%	-$28.1K	0.17%	128
2026 Q1	$1.05M	Buy	29,379 +55	+0.2%	+$1.89K	0.17%	134
2025 Q4	$1.01M	Sell	29,324 -2,351	-7%	-$75.3K	0.17%	143
2025 Q3	$1.01M	Sell	31,675 -2,817	-8%	-$85.2K	0.17%	118
2025 Q2	$1.02M	Sell	34,492 -4,572	-12%	-$129K	0.18%	111
2025 Q1	$1.08M	Sell	39,064 -13,665	-26%	-$375K	0.21%	101
2024 Q4	$1.37M	Buy	52,729 +12,046	+30%	+$323K	0.26%	89
2024 Q3	$1.12M	Buy	40,683 +1,387	+4%	+$37.4K	0.21%	86
2024 Q2	$1.05M	Buy	+39,296	New	+$1.05M	0.21%	77

Other funds holding HFXI

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $426M AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fortis Group Advisors's HFXI Position: Q2 2026 in Review

Fortis Group Advisors reduced its NYLIM FTSE International Equity Currency Neutral ETF (HFXI) stake by 2.6% in Q2 2026, selling an estimated $28.1K and leaving 28,612 shares worth $1.09M. The position accounts for 0.17% of the portfolio, ranked #128.

Fortis Group Advisors first reported a position in HFXI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.37M in Q4 2024. 113 funds tracked by Wall St. Rank hold HFXI as of Q2 2026.

Fortis Group Advisors held 28,612 shares of NYLIM FTSE International Equity Currency Neutral ETF worth $1.09M as of Q2 2026.
Fortis Group Advisors sold 767 NYLIM FTSE International Equity Currency Neutral ETF shares in Q2 2026, an estimated $28.1K.
NYLIM FTSE International Equity Currency Neutral ETF made up 0.17% of Fortis Group Advisors's portfolio in Q2 2026, its #128 holding.
Fortis Group Advisors first reported a position in NYLIM FTSE International Equity Currency Neutral ETF in Q2 2024 and has held it in 9 quarters since.
Fortis Group Advisors's NYLIM FTSE International Equity Currency Neutral ETF position peaked at $1.37M in Q4 2024.
113 funds tracked by Wall St. Rank held NYLIM FTSE International Equity Currency Neutral ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.