Truist Financial
HFGM

Truist Financial’s Unlimited HFGM Global Macro ETF HFGM Stock Holding History

Truist Financial’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 		$1.91M Sell
62,442
-8,111
-11% -$266K ﹤0.01% 1418
2026
Q1 		$2.26M Buy
70,553
+46,868
+198% +$1.53M ﹤0.01% 1244
2025
Q4 		$683K Buy
23,685
+8,929
+61% +$283K ﹤0.01% 1866
2025
Q3 		$466K Buy
+14,756
New +$428K ﹤0.01% 2073

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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial's HFGM Position: Q2 2026 in Review

Truist Financial reduced its Unlimited HFGM Global Macro ETF (HFGM) stake by 11% in Q2 2026, selling an estimated $266K and leaving 62,442 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

Truist Financial first reported a position in HFGM in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.26M in Q1 2026. 17 funds tracked by Wall St. Rank hold HFGM as of Q2 2026.

  • Truist Financial held 62,442 shares of Unlimited HFGM Global Macro ETF worth $1.91M as of Q2 2026.
  • Truist Financial sold 8,111 Unlimited HFGM Global Macro ETF shares in Q2 2026, an estimated $266K.
  • Unlimited HFGM Global Macro ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1418 holding.
  • Truist Financial first reported a position in Unlimited HFGM Global Macro ETF in Q3 2025 and has held it in 4 quarters since.
  • Truist Financial's Unlimited HFGM Global Macro ETF position peaked at $2.26M in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Unlimited HFGM Global Macro ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.