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

UBS Group’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
2026
Q2 		– Sell
-609
Closed -$14.1K – 10682
2026
Q1 		$14.1K Buy
+609
New +$14.3K ﹤0.01% 8185
2025
Q3 		– Sell
-1,222
Closed -$27.1K – 10555
2025
Q2 		$27.1K Buy
1,222
+791
+184% +$16.9K ﹤0.01% 8235
2025
Q1 		$9.21K Buy
+431
New +$9.46K ﹤0.01% 8700
2024
Q4 		– Sell
-581
Closed -$13K – 10125
2024
Q3 		$13K Buy
581
+276
+90% +$6.02K ﹤0.01% 7604
2024
Q2 		$6.63K Buy
305
+264
+644% +$5.69K ﹤0.01% 7900
2024
Q1 		$895 Sell
41
-830
-95% -$17.5K ﹤0.01% 8318
2023
Q4 		$18.1K Buy
871
+807
+1,261% +$16.4K ﹤0.01% 7164
2023
Q3 		$1.29K Buy
64
+60
+1,500% +$1.24K ﹤0.01% 7996
2023
Q2 		$83 Buy
+4
New +$81 ﹤0.01% 8537
2023
Q1 		– Sell
-775
Closed -$15.8K – 9903
2022
Q4 		$15.8K Buy
+775
New +$15.9K ﹤0.01% 7945

Other funds holding HFND

AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
AFO
Arrowroot Family Office Marina Del Rey, California $349M AUM 19.43% 1-Year Est. Return
EFMC
Empire Financial Management Company New York $253M AUM 26.01% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

UBS Group's HFND Position: Q2 2026 in Review

UBS Group sold out of Unlimited HFND Multi-Strategy Return Tracker ETF (HFND) in Q2 2026, closing a stake of 609 shares — an estimated $14.1K sold.

UBS Group first reported a position in HFND in Q4 2022 and held it in 10 quarters. The position peaked at $27.1K in Q2 2025. 16 funds tracked by Wall St. Rank hold HFND as of Q2 2026.

  • UBS Group reported no remaining Unlimited HFND Multi-Strategy Return Tracker ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 609 Unlimited HFND Multi-Strategy Return Tracker ETF shares in Q2 2026, an estimated $14.1K.
  • UBS Group first reported a position in Unlimited HFND Multi-Strategy Return Tracker ETF in Q4 2022 and held it in 10 quarters.
  • UBS Group's Unlimited HFND Multi-Strategy Return Tracker ETF position peaked at $27.1K in Q2 2025.
  • 16 funds tracked by Wall St. Rank held Unlimited HFND Multi-Strategy Return Tracker ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.