IWP
HFGM

Invenio Wealth Partners’s Unlimited HFGM Global Macro ETF HFGM Stock Holding History

Invenio Wealth Partners’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 		$3.04M Buy
99,527
+1,329
+1% +$43.5K 1.09% 22
2026
Q1 		$3.15M Sell
98,198
-853
-0.9% -$27.9K 1.25% 21
2025
Q4 		$2.86M Buy
99,051
+2,253
+2% +$71.5K 1.06% 25
2025
Q3 		$3.06M Buy
+96,798
New +$2.81M 1.11% 24

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 $104B AUM 28.3% 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 $72.2B AUM 27.85% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

Invenio Wealth Partners's HFGM Position: Q2 2026 in Review

Invenio Wealth Partners increased its Unlimited HFGM Global Macro ETF (HFGM) stake by 1.4% in Q2 2026, buying an estimated $43.5K and bringing the position to 99,527 shares worth $3.04M. The position accounts for 1.09% of the portfolio, ranked #22.

Invenio Wealth Partners first reported a position in HFGM in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.15M in Q1 2026. 35 funds tracked by Wall St. Rank hold HFGM as of Q2 2026.

  • Invenio Wealth Partners held 99,527 shares of Unlimited HFGM Global Macro ETF worth $3.04M as of Q2 2026.
  • Invenio Wealth Partners bought 1,329 Unlimited HFGM Global Macro ETF shares in Q2 2026, an estimated $43.5K.
  • Unlimited HFGM Global Macro ETF made up 1.09% of Invenio Wealth Partners's portfolio in Q2 2026, its #22 holding.
  • Invenio Wealth Partners first reported a position in Unlimited HFGM Global Macro ETF in Q3 2025 and has held it in 4 quarters since.
  • Invenio Wealth Partners's Unlimited HFGM Global Macro ETF position peaked at $3.15M in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Unlimited HFGM Global Macro ETF as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.