Farther Finance Advisors’s Hedgeye 130/30 Equity ETF HELS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$210K Sell
8,393
-5,207
-38% -$125K ﹤0.01% 2203
2026
Q1
$320K Buy
13,600
+12,517
+1,156% +$313K ﹤0.01% 1692
2025
Q4
$26.6K Buy
+1,083
New +$26.9K ﹤0.01% 3246

Farther Finance Advisors's HELS Position: Q2 2026 in Review

Farther Finance Advisors reduced its Hedgeye 130/30 Equity ETF (HELS) stake by 38% in Q2 2026, selling an estimated $125K and leaving 8,393 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #2203.

Farther Finance Advisors first reported a position in HELS in Q4 2025 and has held it in 3 quarters since. The position peaked at $320K in Q1 2026. 1 fund tracked by Wall St. Rank holds HELS as of Q2 2026.

  • Farther Finance Advisors held 8,393 shares of Hedgeye 130/30 Equity ETF worth $210K as of Q2 2026.
  • Farther Finance Advisors sold 5,207 Hedgeye 130/30 Equity ETF shares in Q2 2026, an estimated $125K.
  • Hedgeye 130/30 Equity ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2203 holding.
  • Farther Finance Advisors first reported a position in Hedgeye 130/30 Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Farther Finance Advisors's Hedgeye 130/30 Equity ETF position peaked at $320K in Q1 2026.
  • 1 fund tracked by Wall St. Rank held Hedgeye 130/30 Equity ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.