EFS
HEFT

Essex Financial Services’s Hedgeye Fourth Turning ETF HEFT Stock Holding History

Essex Financial Services’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 		$979K Sell
36,914
-4,032
-10% -$107K 0.05% 323
2026
Q1 		$1.09M Buy
+40,946
New +$1.1M 0.06% 265

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Essex Financial Services's HEFT Position: Q2 2026 in Review

Essex Financial Services reduced its Hedgeye Fourth Turning ETF (HEFT) stake by 9.8% in Q2 2026, selling an estimated $107K and leaving 36,914 shares worth $979K. The position accounts for 0.05% of the portfolio, ranked #323.

Essex Financial Services first reported a position in HEFT in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.09M in Q1 2026. 24 funds tracked by Wall St. Rank hold HEFT as of Q2 2026.

  • Essex Financial Services held 36,914 shares of Hedgeye Fourth Turning ETF worth $979K as of Q2 2026.
  • Essex Financial Services sold 4,032 Hedgeye Fourth Turning ETF shares in Q2 2026, an estimated $107K.
  • Hedgeye Fourth Turning ETF made up 0.05% of Essex Financial Services's portfolio in Q2 2026, its #323 holding.
  • Essex Financial Services first reported a position in Hedgeye Fourth Turning ETF in Q1 2026 and has held it in 2 quarters since.
  • Essex Financial Services's Hedgeye Fourth Turning ETF position peaked at $1.09M in Q1 2026.
  • 24 funds tracked by Wall St. Rank held Hedgeye Fourth Turning ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.