Courier Capital’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Courier Capital’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	$389K	Hold	11,818	–	–	0.02%	319
2026 Q1	$348K	Hold	11,818	–	–	0.02%	316
2025 Q4	$365K	Buy	+11,818	New	+$364K	0.02%	302

Other funds holding FHEQ

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

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

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

Courier Capital's FHEQ Position: Q2 2026 in Review

Courier Capital held its Fidelity Hedged Equity ETF (FHEQ) position steady in Q2 2026 at 11,818 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #319.

Courier Capital first reported a position in FHEQ in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold FHEQ as of Q2 2026.

Courier Capital held 11,818 shares of Fidelity Hedged Equity ETF worth $389K as of Q2 2026.
Courier Capital left its Fidelity Hedged Equity ETF share count unchanged in Q2 2026.
Fidelity Hedged Equity ETF made up 0.02% of Courier Capital's portfolio in Q2 2026, its #319 holding.
Courier Capital first reported a position in Fidelity Hedged Equity ETF in Q4 2025 and has held it in 3 quarters since.
14 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.