FA
PHEQ

Fiducient Advisors’s Parametric Hedged Equity ETF PHEQ Stock Holding History

Fiducient 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
Q1 		– Sell
-243,980
Closed -$7.95M – 159
2025
Q4 		$7.95M Buy
+243,980
New +$7.89M 0.98% 24

Other funds holding PHEQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fiducient Advisors's PHEQ Position: Q1 2026 in Review

Fiducient Advisors sold out of Parametric Hedged Equity ETF (PHEQ) in Q1 2026, closing a stake of 243,980 shares — an estimated $7.95M sold.

Fiducient Advisors first reported a position in PHEQ in Q4 2025 and held it in 1 quarter. The position peaked at $7.95M in Q4 2025. 18 funds tracked by Wall St. Rank hold PHEQ as of Q1 2026.

  • Fiducient Advisors reported no remaining Parametric Hedged Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Fiducient Advisors sold 243,980 Parametric Hedged Equity ETF shares in Q1 2026, an estimated $7.95M.
  • Fiducient Advisors first reported a position in Parametric Hedged Equity ETF in Q4 2025 and held it in 1 quarter.
  • Fiducient Advisors's Parametric Hedged Equity ETF position peaked at $7.95M in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Parametric Hedged Equity ETF as of Q1 2026.

Based on Fiducient Advisors's 13F filing for Q1 2026, filed 11 May 2026.