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Great Valley Advisor Group’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Great Valley Advisor Group’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 		$24.6M Buy
745,968
+374,632
+101% +$12.1M 0.39% 67
2026
Q1 		$10.9M Buy
371,336
+15,686
+4% +$480K 0.2% 113
2025
Q4 		$11M Buy
+355,650
New +$11M 0.21% 102

Other funds holding FHEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KeyBank National Association
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
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Great Valley Advisor Group's FHEQ Position: Q2 2026 in Review

Great Valley Advisor Group increased its Fidelity Hedged Equity ETF (FHEQ) stake by 101% in Q2 2026, buying an estimated $12.1M and bringing the position to 745,968 shares worth $24.6M. The position accounts for 0.39% of the portfolio, ranked #67.

Great Valley Advisor Group first reported a position in FHEQ in Q4 2025 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold FHEQ as of Q2 2026.

  • Great Valley Advisor Group held 745,968 shares of Fidelity Hedged Equity ETF worth $24.6M as of Q2 2026.
  • Great Valley Advisor Group bought 374,632 Fidelity Hedged Equity ETF shares in Q2 2026, an estimated $12.1M.
  • Fidelity Hedged Equity ETF made up 0.39% of Great Valley Advisor Group's portfolio in Q2 2026, its #67 holding.
  • Great Valley Advisor Group first reported a position in Fidelity Hedged Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 60 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.