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

InTrack Investment Management South Burlington, Vermont $202M AUM 28.31% 1-Year Est. Return

Grant Private Wealth Management Pleasanton, California $237M AUM 36.07% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 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.

14 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.
14 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.