Ergawealth Advisors’s Hedgeye Capital Allocation ETF HECA Stock Holding History

Ergawealth Advisors’s Portfolio HECA Stock Details HECA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$350K	Buy	12,875 +716	+6%	+$19.7K	0.14%	36
2026 Q2	$332K	Buy	12,159 +700	+6%	+$19.3K	0.13%	39
2026 Q1	$331K	Buy	+11,459	New	+$338K	0.15%	42

Other funds holding HECA

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Aries Wealth Management Portland, Maine $519M AUM 19.77% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ergawealth Advisors's HECA Position: Q3 2026 in Review

Ergawealth Advisors increased its Hedgeye Capital Allocation ETF (HECA) stake by 5.9% in Q3 2026, buying an estimated $19.7K and bringing the position to 12,875 shares worth $350K. The position accounts for 0.14% of the portfolio, ranked #36.

Ergawealth Advisors first reported a position in HECA in Q1 2026 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold HECA as of Q3 2026.

Ergawealth Advisors held 12,875 shares of Hedgeye Capital Allocation ETF worth $350K as of Q3 2026.
Ergawealth Advisors bought 716 Hedgeye Capital Allocation ETF shares in Q3 2026, an estimated $19.7K.
Hedgeye Capital Allocation ETF made up 0.14% of Ergawealth Advisors's portfolio in Q3 2026, its #36 holding.
Ergawealth Advisors first reported a position in Hedgeye Capital Allocation ETF in Q1 2026 and has held it in 3 quarters since.
7 funds tracked by Wall St. Rank held Hedgeye Capital Allocation ETF as of Q3 2026.

Based on Ergawealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.