UBS AM
HFND icon

UBS AM’s Unlimited HFND Multi-Strategy Return Tracker ETF HFND Stock Holding History

UBS AM’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
2024
Q4 		– Sell
-50,000
Closed -$1.12M – 2702
2024
Q3 		$1.12M Buy
+50,000
New +$1.09M ﹤0.01% 2342

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
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
MPW
Magnolia Private Wealth Philadelphia, Pennsylvania $150M AUM 18.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

UBS AM's HFND Position: Q4 2024 in Review

UBS AM sold out of Unlimited HFND Multi-Strategy Return Tracker ETF (HFND) in Q4 2024, closing a stake of 50,000 shares — an estimated $1.12M sold.

UBS AM first reported a position in HFND in Q3 2024 and held it in 1 quarter. The position peaked at $1.12M in Q3 2024. 13 funds tracked by Wall St. Rank hold HFND as of Q4 2024.

  • UBS AM reported no remaining Unlimited HFND Multi-Strategy Return Tracker ETF position as of Q4 2024 after selling out during the quarter.
  • UBS AM sold 50,000 Unlimited HFND Multi-Strategy Return Tracker ETF shares in Q4 2024, an estimated $1.12M.
  • UBS AM first reported a position in Unlimited HFND Multi-Strategy Return Tracker ETF in Q3 2024 and held it in 1 quarter.
  • UBS AM's Unlimited HFND Multi-Strategy Return Tracker ETF position peaked at $1.12M in Q3 2024.
  • 13 funds tracked by Wall St. Rank held Unlimited HFND Multi-Strategy Return Tracker ETF as of Q4 2024.

Based on UBS AM's 13F filing for Q4 2024, filed 14 Feb 2025.