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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Game Plan Financial Advisors's HEFT Position: Q1 2026 in Review

Game Plan Financial Advisors increased its Hedgeye Fourth Turning ETF (HEFT) stake by 70% in Q1 2026, buying an estimated $18.9K and bringing the position to 1,700 shares worth $45.3K. The position accounts for 0.02% of the portfolio, ranked #137.

Game Plan Financial Advisors first reported a position in HEFT in Q4 2025 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold HEFT as of Q1 2026.

  • Game Plan Financial Advisors held 1,700 shares of Hedgeye Fourth Turning ETF worth $45.3K as of Q1 2026.
  • Game Plan Financial Advisors bought 700 Hedgeye Fourth Turning ETF shares in Q1 2026, an estimated $18.9K.
  • Hedgeye Fourth Turning ETF made up 0.02% of Game Plan Financial Advisors's portfolio in Q1 2026, its #137 holding.
  • Game Plan Financial Advisors first reported a position in Hedgeye Fourth Turning ETF in Q4 2025 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held Hedgeye Fourth Turning ETF as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.