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JNBA Financial Advisors’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

JNBA Financial 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
Q1 		$48.6K Sell
1,446
-54
-4% -$1.86K ﹤0.01% 313
2025
Q4 		$48.7K Hold
1,500
– – ﹤0.01% 315
2025
Q3 		$46.5K Hold
1,500
– – ﹤0.01% 312
2025
Q2 		$44.2K Buy
+1,500
New +$42.4K ﹤0.01% 306

Other funds holding HFXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JNBA Financial Advisors's HFXI Position: Q1 2026 in Review

JNBA Financial Advisors reduced its NYLI FTSE International Equity Currency Neutral ETF (HFXI) stake by 3.6% in Q1 2026, selling an estimated $1.86K and leaving 1,446 shares worth $48.6K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

JNBA Financial Advisors first reported a position in HFXI in Q2 2025 and has held it in 4 quarters since. The position peaked at $48.7K in Q4 2025. 99 funds tracked by Wall St. Rank hold HFXI as of Q1 2026.

  • JNBA Financial Advisors held 1,446 shares of NYLI FTSE International Equity Currency Neutral ETF worth $48.6K as of Q1 2026.
  • JNBA Financial Advisors sold 54 NYLI FTSE International Equity Currency Neutral ETF shares in Q1 2026, an estimated $1.86K.
  • NYLI FTSE International Equity Currency Neutral ETF made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q1 2026, its #313 holding.
  • JNBA Financial Advisors first reported a position in NYLI FTSE International Equity Currency Neutral ETF in Q2 2025 and has held it in 4 quarters since.
  • JNBA Financial Advisors's NYLI FTSE International Equity Currency Neutral ETF position peaked at $48.7K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.