OCM
HFND icon

Osbon Capital Management’s Unlimited HFND Multi-Strategy Return Tracker ETF HFND Stock Holding History

Osbon Capital 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 		– Sell
-1,168
Closed -$27.1K – 467
2026
Q1 		$27.1K Hold
1,168
– – 0.02% 199
2025
Q4 		$26.3K Buy
+1,168
New +$27.7K 0.02% 163

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
MG
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
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
JCA
January Capital Advisors San Francisco, California $120M AUM
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return

Osbon Capital Management's HFND Position: Q2 2026 in Review

Osbon Capital Management sold out of Unlimited HFND Multi-Strategy Return Tracker ETF (HFND) in Q2 2026, closing a stake of 1,168 shares — an estimated $27.1K sold.

Osbon Capital Management first reported a position in HFND in Q4 2025 and held it in 2 quarters. The position peaked at $27.1K in Q1 2026. 17 funds tracked by Wall St. Rank hold HFND as of Q2 2026.

  • Osbon Capital Management reported no remaining Unlimited HFND Multi-Strategy Return Tracker ETF position as of Q2 2026 after selling out during the quarter.
  • Osbon Capital Management sold 1,168 Unlimited HFND Multi-Strategy Return Tracker ETF shares in Q2 2026, an estimated $27.1K.
  • Osbon Capital Management first reported a position in Unlimited HFND Multi-Strategy Return Tracker ETF in Q4 2025 and held it in 2 quarters.
  • Osbon Capital Management's Unlimited HFND Multi-Strategy Return Tracker ETF position peaked at $27.1K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Unlimited HFND Multi-Strategy Return Tracker ETF as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.