Landmark Wealth Management (New York)’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Landmark Wealth Management (New York)’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	$16.4M	Buy	489,573 +111,438	+29%	+$3.83M	4.4%	4
2025 Q4	$12.3M	Buy	378,135 +36,513	+11%	+$1.17M	4.7%	4
2025 Q3	$10.6M	Buy	341,622 +9,621	+3%	+$291K	4.21%	4
2025 Q2	$9.78M	Buy	332,001 +1,044	+0.3%	+$29.5K	4.17%	5
2025 Q1	$9.11M	Buy	+330,957	New	+$9.08M	4.02%	5

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 $79.5B AUM 27.1% 1-Year Est. Return

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

Landmark Wealth Management (New York)'s HFXI Position: Q1 2026 in Review

Landmark Wealth Management (New York) increased its NYLI FTSE International Equity Currency Neutral ETF (HFXI) stake by 29% in Q1 2026, buying an estimated $3.83M and bringing the position to 489,573 shares worth $16.4M. The position accounts for 4.4% of the portfolio, ranked #4.

Landmark Wealth Management (New York) first reported a position in HFXI in Q1 2025 and has held it in 5 quarters since. 99 funds tracked by Wall St. Rank hold HFXI as of Q1 2026.

Landmark Wealth Management (New York) held 489,573 shares of NYLI FTSE International Equity Currency Neutral ETF worth $16.4M as of Q1 2026.
Landmark Wealth Management (New York) bought 111,438 NYLI FTSE International Equity Currency Neutral ETF shares in Q1 2026, an estimated $3.83M.
NYLI FTSE International Equity Currency Neutral ETF made up 4.4% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #4 holding.
Landmark Wealth Management (New York) first reported a position in NYLI FTSE International Equity Currency Neutral ETF in Q1 2025 and has held it in 5 quarters since.
99 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.