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 Q1	$1.02M	Buy	+35,331	New	+$1.04M	﹤0.01%	2029

Other funds holding HECA

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

WAM

WNY Asset Management Williamsville, New York $967M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

WFA

WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RFA

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

Bank of Montreal's HECA Position: Q1 2026 in Review

Bank of Montreal opened a new position in Hedgeye Capital Allocation ETF (HECA) in Q1 2026: 35,331 shares worth $1.02M. The stake represents ﹤0.01% of the portfolio and ranks #2029 among its holdings.

55 funds tracked by Wall St. Rank hold HECA as of Q1 2026.

Bank of Montreal held 35,331 shares of Hedgeye Capital Allocation ETF worth $1.02M as of Q1 2026.
Hedgeye Capital Allocation ETF was a new Bank of Montreal position in Q1 2026.
Hedgeye Capital Allocation ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2029 holding.
55 funds tracked by Wall St. Rank held Hedgeye Capital Allocation ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.