Heck Capital Advisors’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Heck Capital Advisors’s Portfolio FRDM Stock Details FRDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$40M	Buy	572,440 +16,726	+3%	+$1.14M	2.2%	10
2026 Q2	$40.6M	Sell	555,714 -59,116	-10%	-$3.95M	2.42%	7
2026 Q1	$33.7M	Buy	614,830 +394,021	+178%	+$22.6M	2.5%	9
2025 Q4	$11.3M	Sell	220,809 -15,571	-7%	-$744K	0.84%	26
2025 Q3	$10.5M	Sell	236,380 -13,183	-5%	-$553K	0.81%	29
2025 Q2	$10.1M	Buy	249,563 +555	+0.2%	+$20.6K	0.87%	29
2025 Q1	$8.73M	Sell	249,008 -262,646	-51%	-$9.15M	0.98%	26
2024 Q4	$16.7M	Buy	511,654 +245,412	+92%	+$8.5M	0.71%	28
2024 Q3	$9.5M	Sell	266,242 -16,651	-6%	-$586K	1.1%	21
2024 Q2	$10M	Sell	282,893 -8,689	-3%	-$299K	1.24%	22
2024 Q1	$9.8M	Buy	291,582 +79,636	+38%	+$2.55M	1.5%	21
2023 Q4	$6.97M	Buy	+211,946	New	+$6.4M	1.14%	29
2022 Q4	–	Sell	-3,500	Closed	-$87.5K	–	143
2022 Q3	$87.5K	Hold	3,500	–	–	0.02%	125
2022 Q2	$96.5K	Hold	3,500	–	–	0.02%	125
2022 Q1	$120K	Hold	3,500	–	–	0.02%	118
2021 Q4	$116K	Sell	3,500 -253	-7%	-$8.39K	0.02%	107
2021 Q3	$123K	Buy	+3,753	New	+$127K	0.02%	108

Other funds holding FRDM

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Mainstay Capital Management Grand Blanc, Michigan $1.13B AUM 33.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Coyle Financial Counsel Glenview, Illinois $543M AUM 17.97% 1-Year Est. Return

Legacy Financial Advisors Covington, Kentucky $847M AUM 25.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Heck Capital Advisors's FRDM Position: Q3 2026 in Review

Heck Capital Advisors increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 3% in Q3 2026, buying an estimated $1.14M and bringing the position to 572,440 shares worth $40M. The position accounts for 2.2% of the portfolio, ranked #10.

Heck Capital Advisors first reported a position in FRDM in Q3 2021 and has held it in 17 quarters since. The position peaked at $40.6M in Q2 2026. 199 funds tracked by Wall St. Rank hold FRDM as of Q3 2026.

Heck Capital Advisors held 572,440 shares of Freedom 100 Emerging Markets ETF worth $40M as of Q3 2026.
Heck Capital Advisors bought 16,726 Freedom 100 Emerging Markets ETF shares in Q3 2026, an estimated $1.14M.
Freedom 100 Emerging Markets ETF made up 2.2% of Heck Capital Advisors's portfolio in Q3 2026, its #10 holding.
Heck Capital Advisors first reported a position in Freedom 100 Emerging Markets ETF in Q3 2021 and has held it in 17 quarters since.
Heck Capital Advisors's Freedom 100 Emerging Markets ETF position peaked at $40.6M in Q2 2026.
199 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q3 2026.

Based on Heck Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.