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Brookstone Capital Management’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Brookstone Capital Management’s Portfolio FHEQ Stock Details FHEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$787K Buy
23,898
+1,693
+8% +$54.7K 0.01% 787
2026
Q1 		$653K Buy
22,205
+15,335
+223% +$470K 0.01% 782
2025
Q4 		$212K Buy
+6,870
New +$212K ﹤0.01% 1104

Other funds holding FHEQ

CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
IIM
InTrack Investment Management South Burlington, Vermont $202M AUM 28.31% 1-Year Est. Return
GPWM
Grant Private Wealth Management Pleasanton, California $237M AUM 36.07% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Brookstone Capital Management's FHEQ Position: Q2 2026 in Review

Brookstone Capital Management increased its Fidelity Hedged Equity ETF (FHEQ) stake by 7.6% in Q2 2026, buying an estimated $54.7K and bringing the position to 23,898 shares worth $787K. The position accounts for 0.01% of the portfolio, ranked #787.

Brookstone Capital Management first reported a position in FHEQ in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold FHEQ as of Q2 2026.

  • Brookstone Capital Management held 23,898 shares of Fidelity Hedged Equity ETF worth $787K as of Q2 2026.
  • Brookstone Capital Management bought 1,693 Fidelity Hedged Equity ETF shares in Q2 2026, an estimated $54.7K.
  • Fidelity Hedged Equity ETF made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #787 holding.
  • Brookstone Capital Management first reported a position in Fidelity Hedged Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.