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 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

Other funds holding PHEQ

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

BPW

BlueDoor Private Wealth Beverly, Massachusetts $238M AUM

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

Farther Finance Advisors reduced its Parametric Hedged Equity ETF (PHEQ) stake by 12% in Q2 2026, selling an estimated $5.42K and leaving 1,167 shares worth $40.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3420.

Farther Finance Advisors first reported a position in PHEQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $43.2K in Q4 2025. 5 funds tracked by Wall St. Rank hold PHEQ as of Q2 2026.

Farther Finance Advisors held 1,167 shares of Parametric Hedged Equity ETF worth $40.3K as of Q2 2026.
Farther Finance Advisors sold 160 Parametric Hedged Equity ETF shares in Q2 2026, an estimated $5.42K.
Parametric Hedged Equity ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3420 holding.
Farther Finance Advisors first reported a position in Parametric Hedged Equity ETF in Q4 2025 and has held it in 3 quarters since.
Farther Finance Advisors's Parametric Hedged Equity ETF position peaked at $43.2K in Q4 2025.
5 funds tracked by Wall St. Rank held Parametric Hedged Equity ETF as of Q2 2026.

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