MPW
HFGM

Magnolia Private Wealth’s Unlimited HFGM Global Macro ETF HFGM Stock Holding History

Magnolia Private Wealth’s Portfolio HFGM Stock Details HFGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.37M Buy
44,724
+4,358
+11% +$143K 0.75% 33
2026
Q1 		$1.29M Buy
40,366
+25,208
+166% +$824K 0.86% 30
2025
Q4 		$437K Buy
+15,158
New +$481K 0.31% 69

Other funds holding HFGM

TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
WC
Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

Magnolia Private Wealth's HFGM Position: Q2 2026 in Review

Magnolia Private Wealth increased its Unlimited HFGM Global Macro ETF (HFGM) stake by 11% in Q2 2026, buying an estimated $143K and bringing the position to 44,724 shares worth $1.37M. The position accounts for 0.75% of the portfolio, ranked #33.

Magnolia Private Wealth first reported a position in HFGM in Q4 2025 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold HFGM as of Q2 2026.

  • Magnolia Private Wealth held 44,724 shares of Unlimited HFGM Global Macro ETF worth $1.37M as of Q2 2026.
  • Magnolia Private Wealth bought 4,358 Unlimited HFGM Global Macro ETF shares in Q2 2026, an estimated $143K.
  • Unlimited HFGM Global Macro ETF made up 0.75% of Magnolia Private Wealth's portfolio in Q2 2026, its #33 holding.
  • Magnolia Private Wealth first reported a position in Unlimited HFGM Global Macro ETF in Q4 2025 and has held it in 3 quarters since.
  • 35 funds tracked by Wall St. Rank held Unlimited HFGM Global Macro ETF as of Q2 2026.

Based on Magnolia Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.