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Grant Private Wealth Management’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Grant Private Wealth Management’s Portfolio FHEQ Stock Details FHEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$966K Sell
29,350
-5,200
-15% -$168K 0.41% 50
2026
Q1 		$1.02M Sell
34,550
-3,850
-10% -$118K 0.54% 42
2025
Q4 		$1.19M Sell
38,400
-5,915
-13% -$182K 0.72% 33
2025
Q3 		$1.36M Buy
+44,315
New +$1.31M 0.84% 29

Other funds holding FHEQ

CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
IIM
InTrack Investment Management South Burlington, Vermont $202M AUM 28.31% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Grant Private Wealth Management's FHEQ Position: Q2 2026 in Review

Grant Private Wealth Management reduced its Fidelity Hedged Equity ETF (FHEQ) stake by 15% in Q2 2026, selling an estimated $168K and leaving 29,350 shares worth $966K. The position accounts for 0.41% of the portfolio, ranked #50.

Grant Private Wealth Management first reported a position in FHEQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.36M in Q3 2025. 14 funds tracked by Wall St. Rank hold FHEQ as of Q2 2026.

  • Grant Private Wealth Management held 29,350 shares of Fidelity Hedged Equity ETF worth $966K as of Q2 2026.
  • Grant Private Wealth Management sold 5,200 Fidelity Hedged Equity ETF shares in Q2 2026, an estimated $168K.
  • Fidelity Hedged Equity ETF made up 0.41% of Grant Private Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Grant Private Wealth Management first reported a position in Fidelity Hedged Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • Grant Private Wealth Management's Fidelity Hedged Equity ETF position peaked at $1.36M in Q3 2025.
  • 14 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.