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

Oregon Pacific 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
2026 Q2	$359K	Buy	14,648 +66	+0.5%	+$1.59K	0.34%	69
2026 Q1	$338K	Sell	14,582 -388	-3%	-$9.09K	0.35%	66
2025 Q4	$338K	Buy	14,970 +1,513	+11%	+$35.9K	0.35%	75
2025 Q3	$318K	Buy	+13,457	New	+$307K	0.27%	88
2025 Q1	–	Sell	-49,235	Closed	-$1.07M	–	128
2024 Q4	$1.07M	Buy	+49,235	New	+$1.11M	1.05%	25

Other funds holding HFND

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

DWM

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

AFO

Arrowroot Family Office Marina Del Rey, California $349M AUM 19.43% 1-Year Est. Return

EFMC

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

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Oregon Pacific Wealth Management's HFND Position: Q2 2026 in Review

Oregon Pacific Wealth Management increased its Unlimited HFND Multi-Strategy Return Tracker ETF (HFND) stake by 0.45% in Q2 2026, buying an estimated $1.59K and bringing the position to 14,648 shares worth $359K. The position accounts for 0.34% of the portfolio, ranked #69.

Oregon Pacific Wealth Management first reported a position in HFND in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.07M in Q4 2024. 16 funds tracked by Wall St. Rank hold HFND as of Q2 2026.

Oregon Pacific Wealth Management held 14,648 shares of Unlimited HFND Multi-Strategy Return Tracker ETF worth $359K as of Q2 2026.
Oregon Pacific Wealth Management bought 66 Unlimited HFND Multi-Strategy Return Tracker ETF shares in Q2 2026, an estimated $1.59K.
Unlimited HFND Multi-Strategy Return Tracker ETF made up 0.34% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #69 holding.
Oregon Pacific Wealth Management first reported a position in Unlimited HFND Multi-Strategy Return Tracker ETF in Q4 2024 and has held it in 5 quarters since.
Oregon Pacific Wealth Management's Unlimited HFND Multi-Strategy Return Tracker ETF position peaked at $1.07M in Q4 2024.
16 funds tracked by Wall St. Rank held Unlimited HFND Multi-Strategy Return Tracker ETF as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.