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Steward Partners Investment Advisory’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Steward Partners Investment Advisory’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 		$1.51M Buy
44,972
+1,581
+4% +$54.4K 0.01% 971
2025
Q4 		$1.41M Buy
43,391
+1,761
+4% +$56.4K 0.01% 919
2025
Q3 		$1.29M Sell
41,630
-11,623
-22% -$352K 0.01% 942
2025
Q2 		$1.57M Buy
53,253
+723
+1% +$20.4K 0.01% 803
2025
Q1 		$1.45M Buy
52,530
+3,111
+6% +$85.4K 0.01% 777
2024
Q4 		$1.29M Sell
49,419
-3,803
-7% -$102K 0.01% 790
2024
Q3 		$1.47M Buy
53,222
+17,245
+48% +$465K 0.01% 732
2024
Q2 		$961K Buy
35,977
+2,308
+7% +$61.8K 0.01% 826
2024
Q1 		$903K Buy
33,669
+5,782
+21% +$148K 0.01% 832
2023
Q4 		$694K Buy
27,887
+2,155
+8% +$50.8K 0.01% 857
2023
Q3 		$595K Buy
25,732
+717
+3% +$17K 0.01% 865
2023
Q2 		$599K Buy
25,015
+2,681
+12% +$63.3K 0.01% 872
2023
Q1 		$515K Buy
22,334
+1,464
+7% +$33.3K 0.01% 915
2022
Q4 		$446K Buy
20,870
+1,239
+6% +$26.2K 0.01% 948
2022
Q3 		$378K Buy
19,631
+11,315
+136% +$239K 0.01% 957
2022
Q2 		$174K Buy
8,316
+6,593
+383% +$148K ﹤0.01% 1263
2022
Q1 		$41K Buy
+1,723
New +$41.1K ﹤0.01% 2019

Other funds holding HFXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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 $570B AUM 27.57% 1-Year Est. Return

Steward Partners Investment Advisory's HFXI Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its NYLI FTSE International Equity Currency Neutral ETF (HFXI) stake by 3.6% in Q1 2026, buying an estimated $54.4K and bringing the position to 44,972 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #971.

Steward Partners Investment Advisory first reported a position in HFXI in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.57M in Q2 2025. 99 funds tracked by Wall St. Rank hold HFXI as of Q1 2026.

  • Steward Partners Investment Advisory held 44,972 shares of NYLI FTSE International Equity Currency Neutral ETF worth $1.51M as of Q1 2026.
  • Steward Partners Investment Advisory bought 1,581 NYLI FTSE International Equity Currency Neutral ETF shares in Q1 2026, an estimated $54.4K.
  • NYLI FTSE International Equity Currency Neutral ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #971 holding.
  • Steward Partners Investment Advisory first reported a position in NYLI FTSE International Equity Currency Neutral ETF in Q1 2022 and has held it in 17 quarters since.
  • Steward Partners Investment Advisory's NYLI FTSE International Equity Currency Neutral ETF position peaked at $1.57M in Q2 2025.
  • 99 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.