High Note Wealth’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

High Note Wealth’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	–	Sell	-1,494	Closed	-$44K	–	1031
2026 Q1	$44K	Hold	1,494	–	–	0.01%	202
2025 Q4	$46.2K	Buy	+1,494	New	+$46K	0.01%	192

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 $451M AUM 11.72% 1-Year Est. Return

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 22.9% 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

High Note Wealth's FHEQ Position: Q2 2026 in Review

High Note Wealth sold out of Fidelity Hedged Equity ETF (FHEQ) in Q2 2026, closing a stake of 1,494 shares — an estimated $44K sold.

High Note Wealth first reported a position in FHEQ in Q4 2025 and held it in 2 quarters. The position peaked at $46.2K in Q4 2025. 59 funds tracked by Wall St. Rank hold FHEQ as of Q2 2026.

High Note Wealth reported no remaining Fidelity Hedged Equity ETF position as of Q2 2026 after selling out during the quarter.
High Note Wealth sold 1,494 Fidelity Hedged Equity ETF shares in Q2 2026, an estimated $44K.
High Note Wealth first reported a position in Fidelity Hedged Equity ETF in Q4 2025 and held it in 2 quarters.
High Note Wealth's Fidelity Hedged Equity ETF position peaked at $46.2K in Q4 2025.
59 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.