Wealth Enhancement Advisory Services
HFND icon

Wealth Enhancement Advisory Services’s Unlimited HFND Multi-Strategy Return Tracker ETF HFND Stock Holding History

Wealth Enhancement Advisory Services’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
2025
Q2 		– Sell
-62,741
Closed -$1.34M – 3426
2025
Q1 		$1.34M Sell
62,741
-2,899
-4% -$63.6K ﹤0.01% 1453
2024
Q4 		$1.43M Sell
65,640
-2,131
-3% -$48.1K ﹤0.01% 1351
2024
Q3 		$1.52M Buy
67,771
+2,238
+3% +$48.8K ﹤0.01% 1190
2024
Q2 		$1.43M Buy
65,533
+50,474
+335% +$1.09M ﹤0.01% 1129
2024
Q1 		$329K Sell
15,059
-90,526
-86% -$1.9M ﹤0.01% 1859
2023
Q4 		$2.2M Sell
105,585
-12,598
-11% -$257K 0.01% 869
2023
Q3 		$2.39M Buy
+118,183
New +$2.43M 0.01% 798

Other funds holding HFND

DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wealth Enhancement Advisory Services's HFND Position: Q2 2025 in Review

Wealth Enhancement Advisory Services sold out of Unlimited HFND Multi-Strategy Return Tracker ETF (HFND) in Q2 2025, closing a stake of 62,741 shares — an estimated $1.34M sold.

Wealth Enhancement Advisory Services first reported a position in HFND in Q3 2023 and held it in 7 quarters. The position peaked at $2.39M in Q3 2023. 9 funds tracked by Wall St. Rank hold HFND as of Q2 2025.

  • Wealth Enhancement Advisory Services reported no remaining Unlimited HFND Multi-Strategy Return Tracker ETF position as of Q2 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 62,741 Unlimited HFND Multi-Strategy Return Tracker ETF shares in Q2 2025, an estimated $1.34M.
  • Wealth Enhancement Advisory Services first reported a position in Unlimited HFND Multi-Strategy Return Tracker ETF in Q3 2023 and held it in 7 quarters.
  • Wealth Enhancement Advisory Services's Unlimited HFND Multi-Strategy Return Tracker ETF position peaked at $2.39M in Q3 2023.
  • 9 funds tracked by Wall St. Rank held Unlimited HFND Multi-Strategy Return Tracker ETF as of Q2 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.