Trademark Financial Management, LLC Indexiq Iq 50 Percent Hedged F Transaction History

Trademark Financial Management, LLC

$164 Billion
Q2 2025

A detailed history of Trademark Financial Management, LLC transactions in Indexiq Iq 50 Percent Hedged F stock. As of the latest transaction made, Trademark Financial Management, LLC holds 7,806 shares of HFXI stock, worth $235,663. This represents 0.14% of its overall portfolio holdings.

Number of Shares

7,806

Previous 12,685 38.46%

Holding current value

$235,663

Previous $349 Million 34.1%

% of portfolio

0.14%

Previous 0.27%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	SELL	$24.57 - $29.72 $119,877 - $145,003	-4,879 Reduced 38.46%	7,806 $230 Million
Q1 2025 Apr 25, 2025	SELL	$25.98 - $28.41 $170,818 - $186,795	-6,575 Reduced 34.14%	12,685 $349 Million
Q4 2024 Jan 30, 2025	SELL	$25.79 - $27.56 $11,424 - $12,209	-443 Reduced 2.25%	19,260 $502 Million
Q3 2024 Oct 31, 2024	SELL	$25.13 - $27.92 $183,197 - $203,536	-7,290 Reduced 27.01%	19,703 $545 Million
Q1 2024 May 07, 2024	SELL	$24.41 - $26.89 $10,911 - $12,019	-447 Reduced 1.63%	26,993 $724 Million
Q4 2023 Feb 13, 2024	BUY	$22.06 - $24.92 $605,326 - $683,804	27,440 New	27,440 $682 Million

Others Institutions Holding HFXI

# of Institutions

Shares Held

32M

Call Options Held

Put Options Held

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About INDEXIQ IQ 50 PERCENT HEDGED F

Ticker HFXI
Sector ETFs
Industry ETFs

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Trademark Financial Management, LLC Indexiq Iq 50 Percent Hedged F Transaction History