CWM
HGRO

Copia Wealth Management’s Hedgeye Quality Growth ETF HGRO Stock Holding History

Copia Wealth Management’s Portfolio HGRO Stock Details HGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$786K Buy
28,180
+22,869
+431% +$660K 0.54% 48
2025
Q4 		$151K Buy
+5,311
New +$149K 0.11% 119

Other funds holding HGRO

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
HP
Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GPFA
Game Plan Financial Advisors Westlake, Ohio $222M AUM 22.82% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return

Copia Wealth Management's HGRO Position: Q1 2026 in Review

Copia Wealth Management increased its Hedgeye Quality Growth ETF (HGRO) stake by 431% in Q1 2026, buying an estimated $660K and bringing the position to 28,180 shares worth $786K. The position accounts for 0.54% of the portfolio, ranked #48.

Copia Wealth Management first reported a position in HGRO in Q4 2025 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold HGRO as of Q1 2026.

  • Copia Wealth Management held 28,180 shares of Hedgeye Quality Growth ETF worth $786K as of Q1 2026.
  • Copia Wealth Management bought 22,869 Hedgeye Quality Growth ETF shares in Q1 2026, an estimated $660K.
  • Hedgeye Quality Growth ETF made up 0.54% of Copia Wealth Management's portfolio in Q1 2026, its #48 holding.
  • Copia Wealth Management first reported a position in Hedgeye Quality Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held Hedgeye Quality Growth ETF as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.