Prosperity Financial Group’s NYLIM FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Prosperity Financial Group’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	$5.72M	Buy	150,274 +10,206	+7%	+$374K	1.77%	10
2026 Q1	$4.7M	Buy	140,068 +41,659	+42%	+$1.43M	1.74%	11
2025 Q4	$3.19M	Buy	98,409 +5,958	+6%	+$191K	1.15%	26
2025 Q3	$2.87M	Buy	92,451 +21,411	+30%	+$648K	1.05%	34
2025 Q2	$2.09M	Buy	71,040 +32,064	+82%	+$906K	0.89%	37
2025 Q1	$1.07M	Buy	38,976 +6,310	+19%	+$173K	0.53%	51
2024 Q4	$851K	Buy	32,666 +236	+0.7%	+$6.32K	0.42%	60
2024 Q3	$896K	Buy	+32,430	New	+$874K	0.5%	52

Other funds holding HFXI

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Prosperity Financial Group's HFXI Position: Q2 2026 in Review

Prosperity Financial Group increased its NYLIM FTSE International Equity Currency Neutral ETF (HFXI) stake by 7.3% in Q2 2026, buying an estimated $374K and bringing the position to 150,274 shares worth $5.72M. The position accounts for 1.77% of the portfolio, ranked #10.

Prosperity Financial Group first reported a position in HFXI in Q3 2024 and has held it in 8 quarters since. 113 funds tracked by Wall St. Rank hold HFXI as of Q2 2026.

Prosperity Financial Group held 150,274 shares of NYLIM FTSE International Equity Currency Neutral ETF worth $5.72M as of Q2 2026.
Prosperity Financial Group bought 10,206 NYLIM FTSE International Equity Currency Neutral ETF shares in Q2 2026, an estimated $374K.
NYLIM FTSE International Equity Currency Neutral ETF made up 1.77% of Prosperity Financial Group's portfolio in Q2 2026, its #10 holding.
Prosperity Financial Group first reported a position in NYLIM FTSE International Equity Currency Neutral ETF in Q3 2024 and has held it in 8 quarters since.
113 funds tracked by Wall St. Rank held NYLIM FTSE International Equity Currency Neutral ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.