EFP
FHEQ icon

Elser Financial Planning’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Elser Financial Planning’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 		$312K Hold
9,484
– – 0.01% 102
2026
Q1 		$279K Buy
+9,484
New +$290K 0.01% 110
2025
Q1 		– Sell
-9,484
Closed -$260K – 114
2024
Q4 		$260K Buy
+9,484
New +$263K 0.02% 92

Other funds holding FHEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Elser Financial Planning's FHEQ Position: Q2 2026 in Review

Elser Financial Planning held its Fidelity Hedged Equity ETF (FHEQ) position steady in Q2 2026 at 9,484 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #102.

Elser Financial Planning first reported a position in FHEQ in Q4 2024 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold FHEQ as of Q2 2026.

  • Elser Financial Planning held 9,484 shares of Fidelity Hedged Equity ETF worth $312K as of Q2 2026.
  • Elser Financial Planning left its Fidelity Hedged Equity ETF share count unchanged in Q2 2026.
  • Fidelity Hedged Equity ETF made up 0.01% of Elser Financial Planning's portfolio in Q2 2026, its #102 holding.
  • Elser Financial Planning first reported a position in Fidelity Hedged Equity ETF in Q4 2024 and has held it in 3 quarters since.
  • 60 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.