SW
HFGM

SMART Wealth’s Unlimited HFGM Global Macro ETF HFGM Stock Holding History

SMART Wealth’s Portfolio HFGM Stock Details HFGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$642K Sell
21,015
-3,310
-14% -$108K 0.14% 139
2026
Q1 		$780K Buy
24,325
+1,015
+4% +$33.2K 0.23% 110
2025
Q4 		$672K Buy
+23,310
New +$740K 0.2% 98

Other funds holding HFGM

TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
WC
Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

SMART Wealth's HFGM Position: Q2 2026 in Review

SMART Wealth reduced its Unlimited HFGM Global Macro ETF (HFGM) stake by 14% in Q2 2026, selling an estimated $108K and leaving 21,015 shares worth $642K. The position accounts for 0.14% of the portfolio, ranked #139.

SMART Wealth first reported a position in HFGM in Q4 2025 and has held it in 3 quarters since. The position peaked at $780K in Q1 2026. 35 funds tracked by Wall St. Rank hold HFGM as of Q2 2026.

  • SMART Wealth held 21,015 shares of Unlimited HFGM Global Macro ETF worth $642K as of Q2 2026.
  • SMART Wealth sold 3,310 Unlimited HFGM Global Macro ETF shares in Q2 2026, an estimated $108K.
  • Unlimited HFGM Global Macro ETF made up 0.14% of SMART Wealth's portfolio in Q2 2026, its #139 holding.
  • SMART Wealth first reported a position in Unlimited HFGM Global Macro ETF in Q4 2025 and has held it in 3 quarters since.
  • SMART Wealth's Unlimited HFGM Global Macro ETF position peaked at $780K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Unlimited HFGM Global Macro ETF as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.