Lionsbridge Wealth Management’s Unlimited HFND Multi-Strategy Return Tracker ETF HFND Stock Holding History

Lionsbridge Wealth Management’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
2023 Q4	–	Sell	-39,113	Closed	-$792K	–	54
2023 Q3	$792K	Sell	39,113 -110	-0.3%	-$2.27K	0.75%	35
2023 Q2	$809K	Sell	39,223 -3,847	-9%	-$78.3K	0.72%	34
2023 Q1	$878K	Buy	43,070 +2,174	+5%	+$44.9K	0.81%	39
2022 Q4	$833K	Buy	+40,896	New	+$837K	0.81%	36

Other funds holding HFND

EFMC

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

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

DWM

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

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

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Lionsbridge Wealth Management's HFND Position: Q4 2023 in Review

Lionsbridge Wealth Management sold out of Unlimited HFND Multi-Strategy Return Tracker ETF (HFND) in Q4 2023, closing a stake of 39,113 shares — an estimated $792K sold.

Lionsbridge Wealth Management first reported a position in HFND in Q4 2022 and held it in 4 quarters. The position peaked at $878K in Q1 2023. 16 funds tracked by Wall St. Rank hold HFND as of Q4 2023.

Lionsbridge Wealth Management reported no remaining Unlimited HFND Multi-Strategy Return Tracker ETF position as of Q4 2023 after selling out during the quarter.
Lionsbridge Wealth Management sold 39,113 Unlimited HFND Multi-Strategy Return Tracker ETF shares in Q4 2023, an estimated $792K.
Lionsbridge Wealth Management first reported a position in Unlimited HFND Multi-Strategy Return Tracker ETF in Q4 2022 and held it in 4 quarters.
Lionsbridge Wealth Management's Unlimited HFND Multi-Strategy Return Tracker ETF position peaked at $878K in Q1 2023.
16 funds tracked by Wall St. Rank held Unlimited HFND Multi-Strategy Return Tracker ETF as of Q4 2023.

Based on Lionsbridge Wealth Management's 13F filing for Q4 2023, filed 16 Jan 2024.