Kestra Advisory Services’s Unlimited HFND Multi-Strategy Return Tracker ETF HFND Stock Holding History

Kestra Advisory Services’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
2024 Q1	–	Sell	-15,180	Closed	-$316K	–	2492
2023 Q4	$316K	Sell	15,180 -20,432	-57%	-$416K	﹤0.01%	1813
2023 Q3	$721K	Sell	35,612 -782	-2%	-$16.1K	0.01%	1163
2023 Q2	$751K	Hold	36,394	–	–	0.01%	1111
2023 Q1	$742K	Buy	36,394 +1,902	+6%	+$39.3K	0.01%	1084
2022 Q4	$703K	Buy	+34,492	New	+$706K	0.01%	1220

Other funds holding HFND

EFMC

Empire Financial Management Company New York $253M AUM 26.01% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

RWPA

Richard W. Paul & Associates Novi, Michigan $327M AUM 21.99% 1-Year Est. Return

CPA

Clear Point Advisors Melville, New York $113M AUM 15% 1-Year Est. Return

Kestra Advisory Services's HFND Position: Q1 2024 in Review

Kestra Advisory Services sold out of Unlimited HFND Multi-Strategy Return Tracker ETF (HFND) in Q1 2024, closing a stake of 15,180 shares — an estimated $316K sold.

Kestra Advisory Services first reported a position in HFND in Q4 2022 and held it in 5 quarters. The position peaked at $751K in Q2 2023. 11 funds tracked by Wall St. Rank hold HFND as of Q1 2024.

Kestra Advisory Services reported no remaining Unlimited HFND Multi-Strategy Return Tracker ETF position as of Q1 2024 after selling out during the quarter.
Kestra Advisory Services sold 15,180 Unlimited HFND Multi-Strategy Return Tracker ETF shares in Q1 2024, an estimated $316K.
Kestra Advisory Services first reported a position in Unlimited HFND Multi-Strategy Return Tracker ETF in Q4 2022 and held it in 5 quarters.
Kestra Advisory Services's Unlimited HFND Multi-Strategy Return Tracker ETF position peaked at $751K in Q2 2023.
11 funds tracked by Wall St. Rank held Unlimited HFND Multi-Strategy Return Tracker ETF as of Q1 2024.

Based on Kestra Advisory Services's 13F filing for Q1 2024, filed 15 May 2024.