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Sowell Financial Services’s Unlimited HFND Multi-Strategy Return Tracker ETF HFND Stock Holding History

Sowell Financial Services’s Portfolio HFND Stock Details HFND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,526
Closed -$251K – 1022
2024
Q4 		$251K Hold
11,526
– – 0.01% 483
2024
Q3 		$258K Buy
11,526
+65
+0.6% +$1.42K 0.01% 513
2024
Q2 		$249K Buy
11,461
+179
+2% +$3.86K 0.01% 504
2024
Q1 		$246K Buy
11,282
+409
+4% +$8.61K 0.01% 528
2023
Q4 		$226K Buy
10,873
+181
+2% +$3.69K 0.01% 516
2023
Q3 		$216K Buy
+10,692
New +$220K 0.01% 496

Other funds holding HFND

DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Sowell Financial Services's HFND Position: Q1 2025 in Review

Sowell Financial Services sold out of Unlimited HFND Multi-Strategy Return Tracker ETF (HFND) in Q1 2025, closing a stake of 11,526 shares — an estimated $251K sold.

Sowell Financial Services first reported a position in HFND in Q3 2023 and held it in 6 quarters. The position peaked at $258K in Q3 2024. 9 funds tracked by Wall St. Rank hold HFND as of Q1 2025.

  • Sowell Financial Services reported no remaining Unlimited HFND Multi-Strategy Return Tracker ETF position as of Q1 2025 after selling out during the quarter.
  • Sowell Financial Services sold 11,526 Unlimited HFND Multi-Strategy Return Tracker ETF shares in Q1 2025, an estimated $251K.
  • Sowell Financial Services first reported a position in Unlimited HFND Multi-Strategy Return Tracker ETF in Q3 2023 and held it in 6 quarters.
  • Sowell Financial Services's Unlimited HFND Multi-Strategy Return Tracker ETF position peaked at $258K in Q3 2024.
  • 9 funds tracked by Wall St. Rank held Unlimited HFND Multi-Strategy Return Tracker ETF as of Q1 2025.

Based on Sowell Financial Services's 13F filing for Q1 2025, filed 17 Apr 2025.