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 Q1	$1.14M	Buy	+42,651	New	+$1.15M	﹤0.01%	3391

Other funds holding HEFT

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

WFA

WMG Financial Advisors Knoxville, Tennessee $240M AUM 22.59% 1-Year Est. Return

CWG

Crown Wealth Group Charlotte, North Carolina $340M AUM 20.49% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

SGC

Slocum, Gordon & Co Newport, Rhode Island $147M AUM 20.94% 1-Year Est. Return

Envestnet Asset Management's HEFT Position: Q1 2026 in Review

Envestnet Asset Management opened a new position in Hedgeye Fourth Turning ETF (HEFT) in Q1 2026: 42,651 shares worth $1.14M. The stake represents ﹤0.01% of the portfolio and ranks #3391 among its holdings.

18 funds tracked by Wall St. Rank hold HEFT as of Q1 2026.

Envestnet Asset Management held 42,651 shares of Hedgeye Fourth Turning ETF worth $1.14M as of Q1 2026.
Hedgeye Fourth Turning ETF was a new Envestnet Asset Management position in Q1 2026.
Hedgeye Fourth Turning ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3391 holding.
18 funds tracked by Wall St. Rank held Hedgeye Fourth Turning ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.