SGI
HFGM

Summit Global Investments’s Unlimited HFGM Global Macro ETF HFGM Stock Holding History

Summit Global Investments’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 		$398K Buy
13,046
+3,390
+35% +$111K 0.02% 388
2026
Q1 		$310K Buy
+9,656
New +$316K 0.02% 413

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

Summit Global Investments's HFGM Position: Q2 2026 in Review

Summit Global Investments increased its Unlimited HFGM Global Macro ETF (HFGM) stake by 35% in Q2 2026, buying an estimated $111K and bringing the position to 13,046 shares worth $398K. The position accounts for 0.02% of the portfolio, ranked #388.

Summit Global Investments first reported a position in HFGM in Q1 2026 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold HFGM as of Q2 2026.

  • Summit Global Investments held 13,046 shares of Unlimited HFGM Global Macro ETF worth $398K as of Q2 2026.
  • Summit Global Investments bought 3,390 Unlimited HFGM Global Macro ETF shares in Q2 2026, an estimated $111K.
  • Unlimited HFGM Global Macro ETF made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #388 holding.
  • Summit Global Investments first reported a position in Unlimited HFGM Global Macro ETF in Q1 2026 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held Unlimited HFGM Global Macro ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.