BCWM
HECA

Ball & Co Wealth Management’s Hedgeye Capital Allocation ETF HECA Stock Holding History

Ball & Co 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
Q2 		$3.65M Buy
+133,666
New +$3.68M 2.59% 10

Other funds holding HECA

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
FWWM
Fiscal Wisdom Wealth Management Canton, Connecticut $118M AUM 72.21% 1-Year Est. Return

Ball & Co Wealth Management's HECA Position: Q2 2026 in Review

Ball & Co Wealth Management opened a new position in Hedgeye Capital Allocation ETF (HECA) in Q2 2026: 133,666 shares worth $3.65M. The stake represents 2.59% of the portfolio and ranks #10 among its holdings.

13 funds tracked by Wall St. Rank hold HECA as of Q2 2026.

  • Ball & Co Wealth Management held 133,666 shares of Hedgeye Capital Allocation ETF worth $3.65M as of Q2 2026.
  • Hedgeye Capital Allocation ETF was a new Ball & Co Wealth Management position in Q2 2026.
  • Hedgeye Capital Allocation ETF made up 2.59% of Ball & Co Wealth Management's portfolio in Q2 2026, its #10 holding.
  • 13 funds tracked by Wall St. Rank held Hedgeye Capital Allocation ETF as of Q2 2026.

Based on Ball & Co Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.