Farther Finance Advisors’s Parametric Hedged Equity ETF PHEQ Stock Holding History

Farther Finance Advisors’s Portfolio PHEQ Stock Details PHEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$37.8K	Sell	1,067 -100	-9%	-$3.5K	﹤0.01%	3646
2026 Q2	$40.3K	Sell	1,167 -160	-12%	-$5.42K	﹤0.01%	3420
2026 Q1	$42.6K	Hold	1,327	–	–	﹤0.01%	3099
2025 Q4	$43.2K	Buy	+1,327	New	+$42.9K	﹤0.01%	2917

Farther Finance Advisors's PHEQ Position: Q3 2026 in Review

Farther Finance Advisors reduced its Parametric Hedged Equity ETF (PHEQ) stake by 8.6% in Q3 2026, selling an estimated $3.5K and leaving 1,067 shares worth $37.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3646.

Farther Finance Advisors first reported a position in PHEQ in Q4 2025 and has held it in 4 quarters since. The position peaked at $43.2K in Q4 2025. 1 fund tracked by Wall St. Rank holds PHEQ as of Q3 2026.

Farther Finance Advisors held 1,067 shares of Parametric Hedged Equity ETF worth $37.8K as of Q3 2026.
Farther Finance Advisors sold 100 Parametric Hedged Equity ETF shares in Q3 2026, an estimated $3.5K.
Parametric Hedged Equity ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3646 holding.
Farther Finance Advisors first reported a position in Parametric Hedged Equity ETF in Q4 2025 and has held it in 4 quarters since.
Farther Finance Advisors's Parametric Hedged Equity ETF position peaked at $43.2K in Q4 2025.
1 fund tracked by Wall St. Rank held Parametric Hedged Equity ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.