Wilbanks Smith & Thomas Asset Management’s Unlimited HFND Multi-Strategy Return Tracker ETF HFND Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2023 Q4	–	Sell	-36,061	Closed	-$730K	–	524
2023 Q3	$730K	Buy	+36,061	New	+$743K	0.03%	256

Other funds holding HFND

EFMC

Empire Financial Management Company New York $442M AUM 24.42% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's HFND Position: Q4 2023 in Review

Wilbanks Smith & Thomas Asset Management sold out of Unlimited HFND Multi-Strategy Return Tracker ETF (HFND) in Q4 2023, closing a stake of 36,061 shares — an estimated $730K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in HFND in Q3 2023 and held it in 1 quarter. The position peaked at $730K in Q3 2023. 16 funds tracked by Wall St. Rank hold HFND as of Q4 2023.

Wilbanks Smith & Thomas Asset Management reported no remaining Unlimited HFND Multi-Strategy Return Tracker ETF position as of Q4 2023 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 36,061 Unlimited HFND Multi-Strategy Return Tracker ETF shares in Q4 2023, an estimated $730K.
Wilbanks Smith & Thomas Asset Management first reported a position in Unlimited HFND Multi-Strategy Return Tracker ETF in Q3 2023 and held it in 1 quarter.
Wilbanks Smith & Thomas Asset Management's Unlimited HFND Multi-Strategy Return Tracker ETF position peaked at $730K in Q3 2023.
16 funds tracked by Wall St. Rank held Unlimited HFND Multi-Strategy Return Tracker ETF as of Q4 2023.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.