Kestra Advisory Services’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Kestra Advisory Services’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	–	Sell	-1,210	Closed	-$39.3K	–	3664
2025 Q4	$39.3K	Buy	+1,210	New	+$38.8K	﹤0.01%	4106
2023 Q1	–	Sell	-16,112	Closed	-$344K	–	2177
2022 Q4	$344K	Hold	16,112	–	–	﹤0.01%	1641
2022 Q3	$310K	Hold	16,112	–	–	﹤0.01%	1579
2022 Q2	$336K	Sell	16,112 -1,454	-8%	-$32.6K	﹤0.01%	1554
2022 Q1	$415K	Buy	+17,566	New	+$419K	﹤0.01%	1398
2021 Q1	–	Sell	-15,212	Closed	-$347K	–	1942
2020 Q4	$347K	Buy	+15,212	New	+$323K	﹤0.01%	1397

Other funds holding HFXI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kestra Advisory Services's HFXI Position: Q1 2026 in Review

Kestra Advisory Services sold out of NYLI FTSE International Equity Currency Neutral ETF (HFXI) in Q1 2026, closing a stake of 1,210 shares — an estimated $39.3K sold.

Kestra Advisory Services first reported a position in HFXI in Q4 2020 and held it in 6 quarters. The position peaked at $415K in Q1 2022. 99 funds tracked by Wall St. Rank hold HFXI as of Q1 2026.

Kestra Advisory Services reported no remaining NYLI FTSE International Equity Currency Neutral ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 1,210 NYLI FTSE International Equity Currency Neutral ETF shares in Q1 2026, an estimated $39.3K.
Kestra Advisory Services first reported a position in NYLI FTSE International Equity Currency Neutral ETF in Q4 2020 and held it in 6 quarters.
Kestra Advisory Services's NYLI FTSE International Equity Currency Neutral ETF position peaked at $415K in Q1 2022.
99 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.