GPFA
HEFT

Game Plan Financial Advisors’s Hedgeye Fourth Turning ETF HEFT Stock Holding History

Game Plan Financial Advisors’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 		$71.6K Buy
2,700
+1,000
+59% +$26.5K 0.03% 128
2026
Q1 		$45.3K Buy
1,700
+700
+70% +$18.9K 0.02% 137
2025
Q4 		$25.3K Buy
+1,000
New +$25.4K 0.01% 166

Other funds holding HEFT

FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
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

Game Plan Financial Advisors's HEFT Position: Q2 2026 in Review

Game Plan Financial Advisors increased its Hedgeye Fourth Turning ETF (HEFT) stake by 59% in Q2 2026, buying an estimated $26.5K and bringing the position to 2,700 shares worth $71.6K. The position accounts for 0.03% of the portfolio, ranked #128.

Game Plan Financial Advisors first reported a position in HEFT in Q4 2025 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold HEFT as of Q2 2026.

  • Game Plan Financial Advisors held 2,700 shares of Hedgeye Fourth Turning ETF worth $71.6K as of Q2 2026.
  • Game Plan Financial Advisors bought 1,000 Hedgeye Fourth Turning ETF shares in Q2 2026, an estimated $26.5K.
  • Hedgeye Fourth Turning ETF made up 0.03% of Game Plan Financial Advisors's portfolio in Q2 2026, its #128 holding.
  • Game Plan Financial Advisors first reported a position in Hedgeye Fourth Turning ETF in Q4 2025 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held Hedgeye Fourth Turning ETF as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.