CWM
HECA

Copia Wealth Management’s Hedgeye Capital Allocation ETF HECA Stock Holding History

Copia Wealth Management’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 		$1.2K Hold
44
– – ﹤0.01% 501
2026
Q1 		$1.27K Hold
44
– – ﹤0.01% 459
2025
Q4 		$1.22K Buy
+44
New +$1.24K ﹤0.01% 465

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Copia Wealth Management's HECA Position: Q2 2026 in Review

Copia Wealth Management held its Hedgeye Capital Allocation ETF (HECA) position steady in Q2 2026 at 44 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Copia Wealth Management first reported a position in HECA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.27K in Q1 2026. 47 funds tracked by Wall St. Rank hold HECA as of Q2 2026.

  • Copia Wealth Management held 44 shares of Hedgeye Capital Allocation ETF worth $1.2K as of Q2 2026.
  • Copia Wealth Management left its Hedgeye Capital Allocation ETF share count unchanged in Q2 2026.
  • Hedgeye Capital Allocation ETF made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #501 holding.
  • Copia Wealth Management first reported a position in Hedgeye Capital Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • Copia Wealth Management's Hedgeye Capital Allocation ETF position peaked at $1.27K in Q1 2026.
  • 47 funds tracked by Wall St. Rank held Hedgeye Capital Allocation ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.