Fiscal Wisdom Wealth Management
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Fiscal Wisdom Wealth Management’s Hedgeye Capital Allocation ETF HECA Stock Holding History

Fiscal Wisdom Wealth Management’s Portfolio HECA Stock Details HECA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-7,385
Closed -$202K – 118
2026
Q2 		$202K Sell
7,385
-1,400
-16% -$38.6K 0.17% 97
2026
Q1 		$254K Buy
+8,785
New +$259K 0.24% 66

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WFA
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LPL Financial
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Insight Advisors
Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
Meridian Wealth Management
Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return
Haven Private
Haven Private Orlando, Florida $253M AUM 14.52% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Fiscal Wisdom Wealth Management's HECA Position: Q3 2026 in Review

Fiscal Wisdom Wealth Management sold out of Hedgeye Capital Allocation ETF (HECA) in Q3 2026, closing a stake of 7,385 shares — an estimated $202K sold.

Fiscal Wisdom Wealth Management first reported a position in HECA in Q1 2026 and held it in 2 quarters. The position peaked at $254K in Q1 2026. 16 funds tracked by Wall St. Rank hold HECA as of Q3 2026.

  • Fiscal Wisdom Wealth Management reported no remaining Hedgeye Capital Allocation ETF position as of Q3 2026 after selling out during the quarter.
  • Fiscal Wisdom Wealth Management sold 7,385 Hedgeye Capital Allocation ETF shares in Q3 2026, an estimated $202K.
  • Fiscal Wisdom Wealth Management first reported a position in Hedgeye Capital Allocation ETF in Q1 2026 and held it in 2 quarters.
  • Fiscal Wisdom Wealth Management's Hedgeye Capital Allocation ETF position peaked at $254K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Hedgeye Capital Allocation ETF as of Q3 2026.

Based on Fiscal Wisdom Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.