IWS
HFGM

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

Insight Wealth Strategies’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 		$11.4M Buy
376,670
+325,567
+637% +$10.7M 1.11% 28
2026
Q1 		$1.64M Buy
51,103
+14,142
+38% +$462K 0.18% 100
2025
Q4 		$1.07M Buy
36,961
+16,084
+77% +$511K 0.12% 103
2025
Q3 		$660K Buy
+20,877
New +$606K 0.08% 117

Other funds holding HFGM

TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Insight Wealth Strategies's HFGM Position: Q2 2026 in Review

Insight Wealth Strategies increased its Unlimited HFGM Global Macro ETF (HFGM) stake by 637% in Q2 2026, buying an estimated $10.7M and bringing the position to 376,670 shares worth $11.4M. The position accounts for 1.11% of the portfolio, ranked #28.

Insight Wealth Strategies first reported a position in HFGM in Q3 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold HFGM as of Q2 2026.

  • Insight Wealth Strategies held 376,670 shares of Unlimited HFGM Global Macro ETF worth $11.4M as of Q2 2026.
  • Insight Wealth Strategies bought 325,567 Unlimited HFGM Global Macro ETF shares in Q2 2026, an estimated $10.7M.
  • Unlimited HFGM Global Macro ETF made up 1.11% of Insight Wealth Strategies's portfolio in Q2 2026, its #28 holding.
  • Insight Wealth Strategies first reported a position in Unlimited HFGM Global Macro ETF in Q3 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held Unlimited HFGM Global Macro ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.