HighTower Advisors
HEFT

HighTower Advisors’s Hedgeye Fourth Turning ETF HEFT Stock Holding History

HighTower Advisors’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
Q2 		$3.15M Sell
118,955
-107,446
-47% -$2.85M ﹤0.01% 1500
2026
Q1 		$6.03M Buy
+226,401
New +$6.1M 0.01% 1106

Other funds holding HEFT

FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

HighTower Advisors's HEFT Position: Q2 2026 in Review

HighTower Advisors reduced its Hedgeye Fourth Turning ETF (HEFT) stake by 47% in Q2 2026, selling an estimated $2.85M and leaving 118,955 shares worth $3.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

HighTower Advisors first reported a position in HEFT in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.03M in Q1 2026. 24 funds tracked by Wall St. Rank hold HEFT as of Q2 2026.

  • HighTower Advisors held 118,955 shares of Hedgeye Fourth Turning ETF worth $3.15M as of Q2 2026.
  • HighTower Advisors sold 107,446 Hedgeye Fourth Turning ETF shares in Q2 2026, an estimated $2.85M.
  • Hedgeye Fourth Turning ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1500 holding.
  • HighTower Advisors first reported a position in Hedgeye Fourth Turning ETF in Q1 2026 and has held it in 2 quarters since.
  • HighTower Advisors's Hedgeye Fourth Turning ETF position peaked at $6.03M in Q1 2026.
  • 24 funds tracked by Wall St. Rank held Hedgeye Fourth Turning ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.