HRT Financial’s Clear Secure YOU Stock Holding History

HRT Financial’s Portfolio YOU Stock Details YOU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-52,819	Closed	-$1.85M	–	4883
2025 Q4	$1.85M	Sell	52,819 -179,779	-77%	-$6.12M	0.01%	1358
2025 Q3	$7.76M	Buy	232,598 +132,625	+133%	+$4.4M	0.03%	481
2025 Q2	$2.77M	Buy	+99,973	New	+$2.55M	0.01%	779
2024 Q2	–	Sell	-64,947	Closed	-$1.38M	–	3242
2024 Q1	$1.38M	Buy	+64,947	New	+$1.29M	0.01%	732
2023 Q4	–	Sell	-67,652	Closed	-$1.29M	–	3193
2023 Q3	$1.29M	Buy	+67,652	New	+$1.5M	0.01%	842
2023 Q2	–	Sell	-27,541	Closed	-$720K	–	3411
2023 Q1	$720K	Buy	+27,541	New	+$782K	0.01%	1144
2022 Q1	–	Sell	-15,622	Closed	-$490K	–	3991
2021 Q4	$490K	Buy	+15,622	New	+$577K	﹤0.01%	1890

Other funds holding YOU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return