Bank of Montreal
HEFT

Bank of Montreal’s Hedgeye Fourth Turning ETF HEFT Stock Holding History

Bank of Montreal’s Portfolio HEFT Stock Details HEFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$53.2K Buy
+2,000
New +$53.9K ﹤0.01% 3274

Other funds holding HEFT

FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

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

Bank of Montreal opened a new position in Hedgeye Fourth Turning ETF (HEFT) in Q1 2026: 2,000 shares worth $53.2K. The stake represents ﹤0.01% of the portfolio and ranks #3274 among its holdings.

18 funds tracked by Wall St. Rank hold HEFT as of Q1 2026.

  • Bank of Montreal held 2,000 shares of Hedgeye Fourth Turning ETF worth $53.2K as of Q1 2026.
  • Hedgeye Fourth Turning ETF was a new Bank of Montreal position in Q1 2026.
  • Hedgeye Fourth Turning ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3274 holding.
  • 18 funds tracked by Wall St. Rank held Hedgeye Fourth Turning ETF as of Q1 2026.

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