Highline Wealth Partners
HEFT icon

Highline Wealth Partners’s Hedgeye Fourth Turning ETF HEFT Stock Holding History

Highline Wealth Partners’s Portfolio HEFT Stock Details HEFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.74K Hold
180
– – ﹤0.01% 927
2026
Q2 		$4.77K Hold
180
– – ﹤0.01% 872
2026
Q1 		$4.79K Buy
+180
New +$4.85K ﹤0.01% 738

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WFA
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Benjamin Edwards Inc
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MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
Slocum, Gordon & Co
Slocum, Gordon & Co Newport, Rhode Island $143M AUM 22.41% 1-Year Est. Return
GCM
Gunpowder Capital Management Towson, Maryland $136M AUM 19.59% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Highline Wealth Partners's HEFT Position: Q3 2026 in Review

Highline Wealth Partners held its Hedgeye Fourth Turning ETF (HEFT) position steady in Q3 2026 at 180 shares worth $4.74K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

Highline Wealth Partners first reported a position in HEFT in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.79K in Q1 2026. 10 funds tracked by Wall St. Rank hold HEFT as of Q3 2026.

  • Highline Wealth Partners held 180 shares of Hedgeye Fourth Turning ETF worth $4.74K as of Q3 2026.
  • Highline Wealth Partners left its Hedgeye Fourth Turning ETF share count unchanged in Q3 2026.
  • Hedgeye Fourth Turning ETF made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #927 holding.
  • Highline Wealth Partners first reported a position in Hedgeye Fourth Turning ETF in Q1 2026 and has held it in 3 quarters since.
  • Highline Wealth Partners's Hedgeye Fourth Turning ETF position peaked at $4.79K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Hedgeye Fourth Turning ETF as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.