Envestnet Asset Management
HEFT

Envestnet Asset Management’s Hedgeye Fourth Turning ETF HEFT Stock Holding History

Envestnet Asset Management’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 		$711K Sell
26,810
-15,841
-37% -$420K ﹤0.01% 3839
2026
Q1 		$1.14M Buy
+42,651
New +$1.15M ﹤0.01% 3391

Other funds holding HEFT

FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Envestnet Asset Management's HEFT Position: Q2 2026 in Review

Envestnet Asset Management reduced its Hedgeye Fourth Turning ETF (HEFT) stake by 37% in Q2 2026, selling an estimated $420K and leaving 26,810 shares worth $711K. The position accounts for ﹤0.01% of the portfolio, ranked #3839.

Envestnet Asset Management first reported a position in HEFT in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.14M in Q1 2026. 24 funds tracked by Wall St. Rank hold HEFT as of Q2 2026.

  • Envestnet Asset Management held 26,810 shares of Hedgeye Fourth Turning ETF worth $711K as of Q2 2026.
  • Envestnet Asset Management sold 15,841 Hedgeye Fourth Turning ETF shares in Q2 2026, an estimated $420K.
  • Hedgeye Fourth Turning ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3839 holding.
  • Envestnet Asset Management first reported a position in Hedgeye Fourth Turning ETF in Q1 2026 and has held it in 2 quarters since.
  • Envestnet Asset Management's Hedgeye Fourth Turning ETF position peaked at $1.14M in Q1 2026.
  • 24 funds tracked by Wall St. Rank held Hedgeye Fourth Turning ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.