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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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. 60 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.
60 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.