WC
HFGM

Weil Company’s Unlimited HFGM Global Macro ETF HFGM Stock Holding History

Weil Company’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 		$9.99M Buy
327,272
+25,872
+9% +$848K 1.76% 17
2026
Q1 		$9.66M Buy
301,400
+101,078
+50% +$3.3M 2.17% 13
2025
Q4 		$5.78M Buy
200,322
+51,817
+35% +$1.64M 1.33% 21
2025
Q3 		$4.69M Buy
148,505
+28,360
+24% +$823K 1.13% 24
2025
Q2 		$3.25M Buy
+120,145
New +$3.15M 0.86% 31

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $78.6B AUM 28.08% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

Weil Company's HFGM Position: Q2 2026 in Review

Weil Company increased its Unlimited HFGM Global Macro ETF (HFGM) stake by 8.6% in Q2 2026, buying an estimated $848K and bringing the position to 327,272 shares worth $9.99M. The position accounts for 1.76% of the portfolio, ranked #17.

Weil Company first reported a position in HFGM in Q2 2025 and has held it in 5 quarters since. 30 funds tracked by Wall St. Rank hold HFGM as of Q2 2026.

  • Weil Company held 327,272 shares of Unlimited HFGM Global Macro ETF worth $9.99M as of Q2 2026.
  • Weil Company bought 25,872 Unlimited HFGM Global Macro ETF shares in Q2 2026, an estimated $848K.
  • Unlimited HFGM Global Macro ETF made up 1.76% of Weil Company's portfolio in Q2 2026, its #17 holding.
  • Weil Company first reported a position in Unlimited HFGM Global Macro ETF in Q2 2025 and has held it in 5 quarters since.
  • 30 funds tracked by Wall St. Rank held Unlimited HFGM Global Macro ETF as of Q2 2026.

Based on Weil Company's 13F filing for Q2 2026, filed 5 Aug 2026.