PSI Advisors’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

PSI Advisors’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
2025 Q1	–	Sell	-4,685	Closed	-$122K	–	830
2024 Q4	$122K	Buy	4,685 +46	+1%	+$1.23K	0.04%	164
2024 Q3	$128K	Buy	4,639 +12	+0.3%	+$324	0.04%	164
2024 Q2	$124K	Buy	4,627 +58	+1%	+$1.55K	0.04%	161
2024 Q1	$123K	Buy	4,569 +743	+19%	+$19K	0.04%	161
2023 Q4	$95.1K	Buy	3,826 +327	+9%	+$7.71K	0.04%	186
2023 Q3	$81K	Buy	3,499 +346	+11%	+$8.21K	0.04%	200
2023 Q2	$75.5K	Buy	+3,153	New	+$74.5K	0.03%	198

Other funds holding HFXI

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FZCM

Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

PSI Advisors's HFXI Position: Q1 2025 in Review

PSI Advisors sold out of NYLI FTSE International Equity Currency Neutral ETF (HFXI) in Q1 2025, closing a stake of 4,685 shares — an estimated $122K sold.

PSI Advisors first reported a position in HFXI in Q2 2023 and held it in 7 quarters. The position peaked at $128K in Q3 2024. 80 funds tracked by Wall St. Rank hold HFXI as of Q1 2025.

PSI Advisors reported no remaining NYLI FTSE International Equity Currency Neutral ETF position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 4,685 NYLI FTSE International Equity Currency Neutral ETF shares in Q1 2025, an estimated $122K.
PSI Advisors first reported a position in NYLI FTSE International Equity Currency Neutral ETF in Q2 2023 and held it in 7 quarters.
PSI Advisors's NYLI FTSE International Equity Currency Neutral ETF position peaked at $128K in Q3 2024.
80 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.