BPW
PHEQ

BlueDoor Private Wealth’s Parametric Hedged Equity ETF PHEQ Stock Holding History

BlueDoor Private Wealth’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 		$405K Buy
+11,715
New +$397K 0.17% 110

Other funds holding PHEQ

SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

BlueDoor Private Wealth's PHEQ Position: Q2 2026 in Review

BlueDoor Private Wealth opened a new position in Parametric Hedged Equity ETF (PHEQ) in Q2 2026: 11,715 shares worth $405K. The stake represents 0.17% of the portfolio and ranks #110 among its holdings.

5 funds tracked by Wall St. Rank hold PHEQ as of Q2 2026.

  • BlueDoor Private Wealth held 11,715 shares of Parametric Hedged Equity ETF worth $405K as of Q2 2026.
  • Parametric Hedged Equity ETF was a new BlueDoor Private Wealth position in Q2 2026.
  • Parametric Hedged Equity ETF made up 0.17% of BlueDoor Private Wealth's portfolio in Q2 2026, its #110 holding.
  • 5 funds tracked by Wall St. Rank held Parametric Hedged Equity ETF as of Q2 2026.

Based on BlueDoor Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.