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Prosperity Financial Group’s NYLI 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
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 0.43% 60
2024
Q3 		$896K Buy
+32,430
New +$874K 0.5% 52

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NYLIM
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Raymond James Financial
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LPL Financial
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UBS Group
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Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return