GWSA
HFGM

Global Wealth Strategies & Associates’s Unlimited HFGM Global Macro ETF HFGM Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-76
Closed -$2.44K – 530
2026
Q1 		$2.44K Hold
76
– – ﹤0.01% 401
2025
Q4 		$2.19K Buy
+76
New +$2.41K ﹤0.01% 423

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
WC
Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

Global Wealth Strategies & Associates's HFGM Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Unlimited HFGM Global Macro ETF (HFGM) in Q2 2026, closing a stake of 76 shares — an estimated $2.44K sold.

Global Wealth Strategies & Associates first reported a position in HFGM in Q4 2025 and held it in 2 quarters. The position peaked at $2.44K in Q1 2026. 30 funds tracked by Wall St. Rank hold HFGM as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Unlimited HFGM Global Macro ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 76 Unlimited HFGM Global Macro ETF shares in Q2 2026, an estimated $2.44K.
  • Global Wealth Strategies & Associates first reported a position in Unlimited HFGM Global Macro ETF in Q4 2025 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's Unlimited HFGM Global Macro ETF position peaked at $2.44K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Unlimited HFGM Global Macro ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.