JSW
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Journey Strategic Wealth’s Unlimited HFND Multi-Strategy Return Tracker ETF HFND Stock Holding History

Journey Strategic Wealth’s Portfolio HFND Stock Details HFND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,445
Closed -$223K – 795
2025
Q3 		$223K Sell
9,445
-23,352
-71% -$532K 0.01% 610
2025
Q2 		$728K Buy
32,797
+2,277
+7% +$48.5K 0.02% 215
2025
Q1 		$653K Buy
+30,520
New +$670K 0.02% 190

Other funds holding HFND

DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $121M AUM
AFO
Arrowroot Family Office Marina Del Rey, California $349M AUM 19.43% 1-Year Est. Return
PWM
Pursuit Wealth Management Palm Beach Gardens, Florida $116M AUM
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Journey Strategic Wealth's HFND Position: Q4 2025 in Review

Journey Strategic Wealth sold out of Unlimited HFND Multi-Strategy Return Tracker ETF (HFND) in Q4 2025, closing a stake of 9,445 shares — an estimated $223K sold.

Journey Strategic Wealth first reported a position in HFND in Q1 2025 and held it in 3 quarters. The position peaked at $728K in Q2 2025. 14 funds tracked by Wall St. Rank hold HFND as of Q4 2025.

  • Journey Strategic Wealth reported no remaining Unlimited HFND Multi-Strategy Return Tracker ETF position as of Q4 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 9,445 Unlimited HFND Multi-Strategy Return Tracker ETF shares in Q4 2025, an estimated $223K.
  • Journey Strategic Wealth first reported a position in Unlimited HFND Multi-Strategy Return Tracker ETF in Q1 2025 and held it in 3 quarters.
  • Journey Strategic Wealth's Unlimited HFND Multi-Strategy Return Tracker ETF position peaked at $728K in Q2 2025.
  • 14 funds tracked by Wall St. Rank held Unlimited HFND Multi-Strategy Return Tracker ETF as of Q4 2025.

Based on Journey Strategic Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.