Aries Wealth Management’s Hedgeye Capital Allocation ETF HECA Stock Holding History

Aries Wealth Management’s Portfolio HECA Stock Details HECA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$234K	Buy	+8,610	New	+$237K	0.05%	215

Other funds holding HECA

WFA

WMG Financial Advisors Knoxville, Tennessee $265M AUM 16.66% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

Haven Private Orlando, Florida $253M AUM 14.52% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois $89.6M AUM 24.45% 1-Year Est. Return

Aries Wealth Management's HECA Position: Q3 2026 in Review

Aries Wealth Management opened a new position in Hedgeye Capital Allocation ETF (HECA) in Q3 2026: 8,610 shares worth $234K. The stake represents 0.05% of the portfolio and ranks #215 among its holdings.

11 funds tracked by Wall St. Rank hold HECA as of Q3 2026.

Aries Wealth Management held 8,610 shares of Hedgeye Capital Allocation ETF worth $234K as of Q3 2026.
Hedgeye Capital Allocation ETF was a new Aries Wealth Management position in Q3 2026.
Hedgeye Capital Allocation ETF made up 0.05% of Aries Wealth Management's portfolio in Q3 2026, its #215 holding.
11 funds tracked by Wall St. Rank held Hedgeye Capital Allocation ETF as of Q3 2026.

Based on Aries Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.