Bank of America
PHEQ

Bank of America’s Parametric Hedged Equity ETF PHEQ Stock Holding History

Bank of America’s Portfolio PHEQ Stock Details PHEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-11,744
Closed -$375K – 5793
2026
Q1 		$375K Buy
+11,744
New +$381K ﹤0.01% 5046

Other funds holding PHEQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $264M AUM 20.39% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
BPW
BlueDoor Private Wealth Beverly, Massachusetts $238M AUM

Bank of America's PHEQ Position: Q2 2026 in Review

Bank of America sold out of Parametric Hedged Equity ETF (PHEQ) in Q2 2026, closing a stake of 11,744 shares — an estimated $375K sold.

Bank of America first reported a position in PHEQ in Q1 2026 and held it in 1 quarter. The position peaked at $375K in Q1 2026. 16 funds tracked by Wall St. Rank hold PHEQ as of Q2 2026.

  • Bank of America reported no remaining Parametric Hedged Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Bank of America sold 11,744 Parametric Hedged Equity ETF shares in Q2 2026, an estimated $375K.
  • Bank of America first reported a position in Parametric Hedged Equity ETF in Q1 2026 and held it in 1 quarter.
  • Bank of America's Parametric Hedged Equity ETF position peaked at $375K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Parametric Hedged Equity ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.