Commonwealth Equity Services
HECA

Commonwealth Equity Services’s Hedgeye Capital Allocation ETF HECA Stock Holding History

Commonwealth Equity Services’s Portfolio HECA Stock Details HECA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.64M Buy
170,081
+11,524
+7% +$318K 0.01% 1458
2026
Q1 		$4.58M Buy
158,557
+148,656
+1,501% +$4.39M 0.01% 1397
2025
Q4 		$274K Buy
+9,901
New +$279K ﹤0.01% 3734

Other funds holding HECA

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $1.12B AUM
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Commonwealth Equity Services's HECA Position: Q2 2026 in Review

Commonwealth Equity Services increased its Hedgeye Capital Allocation ETF (HECA) stake by 7.3% in Q2 2026, buying an estimated $318K and bringing the position to 170,081 shares worth $4.64M. The position accounts for 0.01% of the portfolio, ranked #1458.

Commonwealth Equity Services first reported a position in HECA in Q4 2025 and has held it in 3 quarters since. 47 funds tracked by Wall St. Rank hold HECA as of Q2 2026.

  • Commonwealth Equity Services held 170,081 shares of Hedgeye Capital Allocation ETF worth $4.64M as of Q2 2026.
  • Commonwealth Equity Services bought 11,524 Hedgeye Capital Allocation ETF shares in Q2 2026, an estimated $318K.
  • Hedgeye Capital Allocation ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1458 holding.
  • Commonwealth Equity Services first reported a position in Hedgeye Capital Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • 47 funds tracked by Wall St. Rank held Hedgeye Capital Allocation ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.