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Peck Wealth Management’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Peck Wealth Management’s Portfolio HFXI Stock Details HFXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2M Buy
+52,607
New +$1.93M 1.69% 20
2026
Q1 		– Sell
-300
Closed -$9.73K – 129
2025
Q4 		$9.73K Hold
300
– – 0.01% 128
2025
Q3 		$9.3K Buy
+300
New +$9.07K 0.01% 132

Other funds holding HFXI

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $426M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Peck Wealth Management's HFXI Position: Q2 2026 in Review

Peck Wealth Management opened a new position in NYLI FTSE International Equity Currency Neutral ETF (HFXI) in Q2 2026: 52,607 shares worth $2M. The stake represents 1.69% of the portfolio and ranks #20 among its holdings. This is a return to the name: Peck Wealth Management previously reported a position in HFXI as recently as Q4 2025.

Peck Wealth Management first reported a position in HFXI in Q3 2025 and has held it in 3 quarters since. 113 funds tracked by Wall St. Rank hold HFXI as of Q2 2026.

  • Peck Wealth Management held 52,607 shares of NYLI FTSE International Equity Currency Neutral ETF worth $2M as of Q2 2026.
  • NYLI FTSE International Equity Currency Neutral ETF was a new Peck Wealth Management position in Q2 2026.
  • NYLI FTSE International Equity Currency Neutral ETF made up 1.69% of Peck Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Peck Wealth Management first reported a position in NYLI FTSE International Equity Currency Neutral ETF in Q3 2025 and has held it in 3 quarters since.
  • 113 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q2 2026.

Based on Peck Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.