Bank of Montreal
HECA

Bank of Montreal’s Hedgeye Capital Allocation ETF HECA Stock Holding History

Bank of Montreal’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 		$1.49M Buy
54,409
+19,078
+54% +$526K ﹤0.01% 1890
2026
Q1 		$1.02M Buy
+35,331
New +$1.04M ﹤0.01% 2029

Other funds holding HECA

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $1.12B AUM
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Bank of Montreal's HECA Position: Q2 2026 in Review

Bank of Montreal increased its Hedgeye Capital Allocation ETF (HECA) stake by 54% in Q2 2026, buying an estimated $526K and bringing the position to 54,409 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1890.

Bank of Montreal first reported a position in HECA in Q1 2026 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold HECA as of Q2 2026.

  • Bank of Montreal held 54,409 shares of Hedgeye Capital Allocation ETF worth $1.49M as of Q2 2026.
  • Bank of Montreal bought 19,078 Hedgeye Capital Allocation ETF shares in Q2 2026, an estimated $526K.
  • Hedgeye Capital Allocation ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1890 holding.
  • Bank of Montreal first reported a position in Hedgeye Capital Allocation ETF in Q1 2026 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held Hedgeye Capital Allocation ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.