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Magnolia Private Wealth’s Unlimited HFND Multi-Strategy Return Tracker ETF HFND Stock Holding History

Magnolia Private Wealth’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
2025
Q1 		– Sell
-10,548
Closed -$229K – 111
2024
Q4 		$229K Buy
+10,548
New +$238K 0.2% 99

Other funds holding HFND

DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Magnolia Private Wealth's HFND Position: Q1 2025 in Review

Magnolia Private Wealth sold out of Unlimited HFND Multi-Strategy Return Tracker ETF (HFND) in Q1 2025, closing a stake of 10,548 shares — an estimated $229K sold.

Magnolia Private Wealth first reported a position in HFND in Q4 2024 and held it in 1 quarter. The position peaked at $229K in Q4 2024. 9 funds tracked by Wall St. Rank hold HFND as of Q1 2025.

  • Magnolia Private Wealth reported no remaining Unlimited HFND Multi-Strategy Return Tracker ETF position as of Q1 2025 after selling out during the quarter.
  • Magnolia Private Wealth sold 10,548 Unlimited HFND Multi-Strategy Return Tracker ETF shares in Q1 2025, an estimated $229K.
  • Magnolia Private Wealth first reported a position in Unlimited HFND Multi-Strategy Return Tracker ETF in Q4 2024 and held it in 1 quarter.
  • Magnolia Private Wealth's Unlimited HFND Multi-Strategy Return Tracker ETF position peaked at $229K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held Unlimited HFND Multi-Strategy Return Tracker ETF as of Q1 2025.

Based on Magnolia Private Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.