FCM
HEFT

Fourpath Capital Management’s Hedgeye Fourth Turning ETF HEFT Stock Holding History

Fourpath Capital Management’s Portfolio HEFT Stock Details HEFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.7M Buy
1,157,091
+602,698
+109% +$16M 4.04% 3
2026
Q1 		$14.8M Buy
+554,393
New +$14.9M 2.12% 9

Other funds holding HEFT

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Fourpath Capital Management's HEFT Position: Q2 2026 in Review

Fourpath Capital Management increased its Hedgeye Fourth Turning ETF (HEFT) stake by 109% in Q2 2026, buying an estimated $16M and bringing the position to 1,157,091 shares worth $30.7M. The position accounts for 4.04% of the portfolio, ranked #3.

Fourpath Capital Management first reported a position in HEFT in Q1 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold HEFT as of Q2 2026.

  • Fourpath Capital Management held 1,157,091 shares of Hedgeye Fourth Turning ETF worth $30.7M as of Q2 2026.
  • Fourpath Capital Management bought 602,698 Hedgeye Fourth Turning ETF shares in Q2 2026, an estimated $16M.
  • Hedgeye Fourth Turning ETF made up 4.04% of Fourpath Capital Management's portfolio in Q2 2026, its #3 holding.
  • Fourpath Capital Management first reported a position in Hedgeye Fourth Turning ETF in Q1 2026 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Hedgeye Fourth Turning ETF as of Q2 2026.

Based on Fourpath Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.