Haven Private’s Hedgeye Capital Allocation ETF HECA Stock Holding History

Haven Private’s Portfolio HECA Stock Details HECA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$804K	Buy	+29,455	New	+$812K	0.31%	71

Other funds holding HECA

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WFA

WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return

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

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

BCWM

Ball & Co Wealth Management Franklin, Tennessee $141M AUM 21.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

FWWM

Fiscal Wisdom Wealth Management Canton, Connecticut $118M AUM 72.21% 1-Year Est. Return

Haven Private's HECA Position: Q2 2026 in Review

Haven Private opened a new position in Hedgeye Capital Allocation ETF (HECA) in Q2 2026: 29,455 shares worth $804K. The stake represents 0.31% of the portfolio and ranks #71 among its holdings.

13 funds tracked by Wall St. Rank hold HECA as of Q2 2026.

Haven Private held 29,455 shares of Hedgeye Capital Allocation ETF worth $804K as of Q2 2026.
Hedgeye Capital Allocation ETF was a new Haven Private position in Q2 2026.
Hedgeye Capital Allocation ETF made up 0.31% of Haven Private's portfolio in Q2 2026, its #71 holding.
13 funds tracked by Wall St. Rank held Hedgeye Capital Allocation ETF as of Q2 2026.

Based on Haven Private's 13F filing for Q2 2026, filed 29 Jul 2026.