Kestra Private Wealth Services’s NYLIM FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Kestra Private Wealth 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 Q2	$1.64M	Sell	43,017 -65,267	-60%	-$2.39M	0.02%	663
2026 Q1	$3.64M	Buy	108,284 +9,626	+10%	+$331K	0.04%	400
2025 Q4	$3.2M	Buy	98,658 +1,320	+1%	+$42.3K	0.04%	407
2025 Q3	$3.02M	Buy	97,338 +1,867	+2%	+$56.5K	0.04%	419
2025 Q2	$2.81M	Sell	95,471 -2,872	-3%	-$81.1K	0.04%	408
2025 Q1	$2.71M	Buy	98,343 +25,564	+35%	+$701K	0.05%	382
2024 Q4	$1.9M	Buy	72,779 +40,172	+123%	+$1.08M	0.03%	445
2024 Q3	$901K	Buy	32,607 +15,007	+85%	+$405K	0.02%	650
2024 Q2	$470K	Buy	+17,600	New	+$472K	0.01%	862

Other funds holding HFXI

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $426M AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kestra Private Wealth Services's HFXI Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its NYLIM FTSE International Equity Currency Neutral ETF (HFXI) stake by 60% in Q2 2026, selling an estimated $2.39M and leaving 43,017 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #663.

Kestra Private Wealth Services first reported a position in HFXI in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.64M in Q1 2026. 113 funds tracked by Wall St. Rank hold HFXI as of Q2 2026.

Kestra Private Wealth Services held 43,017 shares of NYLIM FTSE International Equity Currency Neutral ETF worth $1.64M as of Q2 2026.
Kestra Private Wealth Services sold 65,267 NYLIM FTSE International Equity Currency Neutral ETF shares in Q2 2026, an estimated $2.39M.
NYLIM FTSE International Equity Currency Neutral ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #663 holding.
Kestra Private Wealth Services first reported a position in NYLIM FTSE International Equity Currency Neutral ETF in Q2 2024 and has held it in 9 quarters since.
Kestra Private Wealth Services's NYLIM FTSE International Equity Currency Neutral ETF position peaked at $3.64M in Q1 2026.
113 funds tracked by Wall St. Rank held NYLIM FTSE International Equity Currency Neutral ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.