CWG
HEFT

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
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

FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SGC
Slocum, Gordon & Co Newport, Rhode Island $151M AUM 26.83% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Crown Wealth Group's HEFT Position: Q2 2026 in Review

Crown Wealth Group reduced its Hedgeye Fourth Turning ETF (HEFT) stake by 20% in Q2 2026, selling an estimated $94.6K and leaving 13,880 shares worth $368K. The position accounts for 0.09% of the portfolio, ranked #95.

Crown Wealth Group first reported a position in HEFT in Q1 2026 and has held it in 2 quarters since. The position peaked at $465K in Q1 2026. 7 funds tracked by Wall St. Rank hold HEFT as of Q2 2026.

  • Crown Wealth Group held 13,880 shares of Hedgeye Fourth Turning ETF worth $368K as of Q2 2026.
  • Crown Wealth Group sold 3,570 Hedgeye Fourth Turning ETF shares in Q2 2026, an estimated $94.6K.
  • Hedgeye Fourth Turning ETF made up 0.09% of Crown Wealth Group's portfolio in Q2 2026, its #95 holding.
  • Crown Wealth Group first reported a position in Hedgeye Fourth Turning ETF in Q1 2026 and has held it in 2 quarters since.
  • Crown Wealth Group's Hedgeye Fourth Turning ETF position peaked at $465K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Hedgeye Fourth Turning ETF as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.