OPWM
HFGM

Oregon Pacific Wealth Management’s Unlimited HFGM Global Macro ETF HFGM Stock Holding History

Oregon Pacific Wealth Management’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
Q1 		$1.36M Sell
42,396
-688
-2% -$22.5K 1.42% 16
2025
Q4 		$1.24M Sell
43,084
-7,331
-15% -$233K 1.28% 14
2025
Q3 		$1.59M Buy
+50,415
New +$1.46M 1.38% 15

Other funds holding HFGM

WC
Weil Company San Diego, California $445M AUM 14.95% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Oregon Pacific Wealth Management's HFGM Position: Q1 2026 in Review

Oregon Pacific Wealth Management reduced its Unlimited HFGM Global Macro ETF (HFGM) stake by 1.6% in Q1 2026, selling an estimated $22.5K and leaving 42,396 shares worth $1.36M. The position accounts for 1.42% of the portfolio, ranked #16.

Oregon Pacific Wealth Management first reported a position in HFGM in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.59M in Q3 2025. 29 funds tracked by Wall St. Rank hold HFGM as of Q1 2026.

  • Oregon Pacific Wealth Management held 42,396 shares of Unlimited HFGM Global Macro ETF worth $1.36M as of Q1 2026.
  • Oregon Pacific Wealth Management sold 688 Unlimited HFGM Global Macro ETF shares in Q1 2026, an estimated $22.5K.
  • Unlimited HFGM Global Macro ETF made up 1.42% of Oregon Pacific Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Oregon Pacific Wealth Management first reported a position in Unlimited HFGM Global Macro ETF in Q3 2025 and has held it in 3 quarters since.
  • Oregon Pacific Wealth Management's Unlimited HFGM Global Macro ETF position peaked at $1.59M in Q3 2025.
  • 29 funds tracked by Wall St. Rank held Unlimited HFGM Global Macro ETF as of Q1 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.