CGC Financial Services’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

CGC Financial Services’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	$29.1M	Buy	+882,395	New	+$28.5M	6.53%	7

Other funds holding FHEQ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

CGC Financial Services's FHEQ Position: Q2 2026 in Review

CGC Financial Services opened a new position in Fidelity Hedged Equity ETF (FHEQ) in Q2 2026: 882,395 shares worth $29.1M. The stake represents 6.53% of the portfolio and ranks #7 among its holdings.

60 funds tracked by Wall St. Rank hold FHEQ as of Q2 2026.

CGC Financial Services held 882,395 shares of Fidelity Hedged Equity ETF worth $29.1M as of Q2 2026.
Fidelity Hedged Equity ETF was a new CGC Financial Services position in Q2 2026.
Fidelity Hedged Equity ETF made up 6.53% of CGC Financial Services's portfolio in Q2 2026, its #7 holding.
60 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.