BEI
HEFT

Benjamin Edwards Inc’s Hedgeye Fourth Turning ETF HEFT Stock Holding History

Benjamin Edwards Inc’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
Q2 		$387K Buy
+14,610
New +$387K ﹤0.01% 1139

Other funds holding HEFT

FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 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
SGC
Slocum, Gordon & Co Newport, Rhode Island $151M AUM 26.83% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Benjamin Edwards Inc's HEFT Position: Q2 2026 in Review

Benjamin Edwards Inc opened a new position in Hedgeye Fourth Turning ETF (HEFT) in Q2 2026: 14,610 shares worth $387K. The stake represents ﹤0.01% of the portfolio and ranks #1139 among its holdings.

7 funds tracked by Wall St. Rank hold HEFT as of Q2 2026.

  • Benjamin Edwards Inc held 14,610 shares of Hedgeye Fourth Turning ETF worth $387K as of Q2 2026.
  • Hedgeye Fourth Turning ETF was a new Benjamin Edwards Inc position in Q2 2026.
  • Hedgeye Fourth Turning ETF made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1139 holding.
  • 7 funds tracked by Wall St. Rank held Hedgeye Fourth Turning ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.