Crown Wealth Group’s Hedgeye Fourth Turning ETF HEFT Stock Holding History

Crown Wealth Group’s Portfolio HEFT Stock Details HEFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-13,880	Closed	-$368K	–	162
2026 Q2	$368K	Sell	13,880 -3,570	-20%	-$94.6K	0.09%	95
2026 Q1	$465K	Buy	+17,450	New	+$470K	0.14%	69

Other funds holding HEFT

Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return

WFA

WMG Financial Advisors Knoxville, Tennessee $265M AUM 16.66% 1-Year Est. Return

Slocum, Gordon & Co Newport, Rhode Island $143M AUM 22.41% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Crown Wealth Group's HEFT Position: Q3 2026 in Review

Crown Wealth Group sold out of Hedgeye Fourth Turning ETF (HEFT) in Q3 2026, closing a stake of 13,880 shares — an estimated $368K sold.

Crown Wealth Group first reported a position in HEFT in Q1 2026 and held it in 2 quarters. The position peaked at $465K in Q1 2026. 4 funds tracked by Wall St. Rank hold HEFT as of Q3 2026.

Crown Wealth Group reported no remaining Hedgeye Fourth Turning ETF position as of Q3 2026 after selling out during the quarter.
Crown Wealth Group sold 13,880 Hedgeye Fourth Turning ETF shares in Q3 2026, an estimated $368K.
Crown Wealth Group first reported a position in Hedgeye Fourth Turning ETF in Q1 2026 and held it in 2 quarters.
Crown Wealth Group's Hedgeye Fourth Turning ETF position peaked at $465K in Q1 2026.
4 funds tracked by Wall St. Rank held Hedgeye Fourth Turning ETF as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.