Action Point Financial Planning’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Action Point Financial Planning’s Portfolio FHEQ Stock Details FHEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.21K	Buy	+67	New	+$2.16K	﹤0.01%	2217

Other funds holding FHEQ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Action Point Financial Planning's FHEQ Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Fidelity Hedged Equity ETF (FHEQ) in Q2 2026: 67 shares worth $2.21K. The stake represents ﹤0.01% of the portfolio and ranks #2217 among its holdings.

60 funds tracked by Wall St. Rank hold FHEQ as of Q2 2026.

Action Point Financial Planning held 67 shares of Fidelity Hedged Equity ETF worth $2.21K as of Q2 2026.
Fidelity Hedged Equity ETF was a new Action Point Financial Planning position in Q2 2026.
Fidelity Hedged Equity ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2217 holding.
60 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.